STOKES FAMILY OFFICE, LLC – Schwab U.S. Mid-Cap ETF Transaction History
STOKES FAMILY OFFICE, LLC portfolio value:
$489,000
portfolio value
STOKES FAMILY OFFICE, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.39% | 31 shares | -16K | $60.53 | 8.07K |
Q2 2022 | share | Decrease | -14.29% | -1.34K shares | -207K | $62.73 | 8.04K |
Q1 2022 | share | Increase | 0.00% | 9.39K shares | 712K | $75.86 | 9.39K |