ENGRAVE WEALTH PARTNERS LLC – Schwab U.S. Dividend Equity ETF Transaction History
ENGRAVE WEALTH PARTNERS LLC portfolio value:
$370,000
portfolio value
ENGRAVE WEALTH PARTNERS LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +32.86% | 1.37K shares | 70K | $66.43 | 5.56K |
| Q2 2022 | share | Decrease | -99.00% | -414.49K shares | -32.73M | $71.63 | 4.18K |
| Q1 2022 | share | Increase | +3.35% | 13.57K shares | 285K | $78.89 | 418.68K |
| Q4 2021 | share | Increase | +7.42% | 27.98K shares | 4.74M | $80.71 | 405.11K |
| Q3 2021 | share | Increase | +84.34% | 172.54K shares | 12.52M | $74.24 | 377.12K |
| Q2 2021 | share | Increase | 0.00% | 204.58K shares | 15.47M | $75.03 | 204.58K |
| Q3 2020 | share | Decrease | -100.00% | -977 shares | -50K | $53.59 | 0 |
| Q2 2020 | share | Increase | +252.71% | 700 shares | 38K | $49.64 | 977 |
| Q1 2020 | share | 0.00% | 0 shares | -4K | $42.78 | 277 | |
| Q4 2019 | share | Increase | 0.00% | 277 shares | 16K | $54.52 | 277 |