MARKS GROUP WEALTH MANAGEMENT, INC – Schwab U.S. Large-Cap Value ETF Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$420,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -29K | $58.51 | 7.18K | |
| Q2 2022 | share | 0.00% | 0 shares | -64K | $62.42 | 7.18K | |
| Q1 2022 | share | 0.00% | 0 shares | -13K | $71.39 | 7.18K | |
| Q4 2021 | share | Decrease | -100.00% | -7.18K shares | -485K | $73.15 | 0 |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $67.48 | 7.18K | |
| Q2 2021 | share | 0.00% | 0 shares | 22K | $68.01 | 7.18K | |
| Q1 2021 | share | 0.00% | 0 shares | 41K | $64.61 | 7.18K | |
| Q4 2020 | share | 0.00% | 0 shares | 53K | $58.65 | 7.18K | |
| Q3 2020 | share | 0.00% | 0 shares | 15K | $51.09 | 7.18K | |
| Q2 2020 | share | Decrease | -0.19% | -14 shares | 41K | $48.43 | 7.18K |
| Q1 2020 | share | Increase | 0.00% | 7.2K shares | 319K | $42.48 | 7.2K |