COLUMBIA ADVISORY PARTNERS LLC – Schwab U.S. Dividend Equity ETF Transaction History
COLUMBIA ADVISORY PARTNERS LLC portfolio value:
$13.76M
portfolio value
COLUMBIA ADVISORY 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 | +1.65% | 3.35K shares | -837K | $66.43 | 207.18K |
| Q2 2022 | share | Decrease | -1.01% | -2.07K shares | -1.64M | $71.63 | 203.83K |
| Q1 2022 | share | Increase | +0.58% | 1.19K shares | -303K | $78.89 | 205.91K |
| Q4 2021 | share | Increase | 0.00% | 204.71K shares | 16.54M | $80.71 | 204.71K |