CAROLINAS WEALTH CONSULTING LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$377,000
portfolio value
CAROLINAS WEALTH CONSULTING LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.05% | 4 shares | -25K | $47.76 | 7.89K |
| Q2 2022 | share | Decrease | -1.65% | -132 shares | -67K | $50.9 | 7.88K |
| Q1 2022 | share | Increase | +6.24% | 471 shares | 26K | $58.5 | 8.02K |
| Q4 2021 | share | Increase | +6.10% | 434 shares | 59K | $58.61 | 7.54K |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $53.95 | 7.11K | |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $54.47 | 7.11K | |
| Q1 2021 | share | 0.00% | 0 shares | 46K | $51.22 | 7.11K | |
| Q4 2020 | share | 0.00% | 0 shares | 46K | $44.71 | 7.11K | |
| Q3 2020 | share | 0.00% | 0 shares | 14K | $38.04 | 7.11K | |
| Q2 2020 | share | 0.00% | 0 shares | 39K | $35.87 | 7.11K | |
| Q1 2020 | share | Increase | 0.00% | 7.11K shares | 223K | $30.3 | 7.11K |