SCULATI WEALTH MANAGEMENT, LLC – Schwab U.S. Mid-Cap ETF Transaction History
SCULATI WEALTH MANAGEMENT, LLC portfolio value:
$4.48M
portfolio value
SCULATI WEALTH MANAGEMENT, 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 | +0.38% | 284 shares | -145K | $60.53 | 74.06K |
| Q2 2022 | share | Increase | +0.11% | 83 shares | -962K | $62.73 | 73.77K |
| Q1 2022 | share | Increase | +0.05% | 38 shares | -334K | $75.86 | 73.69K |
| Q4 2021 | share | Decrease | -0.48% | -358 shares | 250K | $80.5 | 73.65K |
| Q3 2021 | share | Decrease | -1.39% | -1.04K shares | -201K | $76.66 | 74.01K |
| Q2 2021 | share | Decrease | -1.47% | -1.11K shares | 206K | $77.99 | 75.05K |
| Q1 2021 | share | Increase | +0.14% | 110 shares | 483K | $73.97 | 76.17K |
| Q4 2020 | share | Decrease | -0.26% | -199 shares | 955K | $67.69 | 76.06K |
| Q3 2020 | share | Decrease | -1.46% | -1.12K shares | 159K | $54.81 | 76.26K |
| Q2 2020 | share | Decrease | -4.16% | -3.36K shares | 668K | $51.79 | 77.38K |
| Q1 2020 | share | Increase | +0.30% | 242 shares | -1.43M | $41.36 | 80.74K |
| Q4 2019 | share | Increase | 0.00% | 80.50K shares | 4.84M | $58.73 | 80.50K |