CONCORD WEALTH PARTNERS – Schwab U.S. Dividend Equity ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$10.13M
portfolio value
CONCORD WEALTH PARTNERS 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 | +20.68% | 26.14K shares | 1.07M | $66.43 | 152.53K |
| Q2 2022 | share | Increase | +282.19% | 93.32K shares | 6.44M | $71.63 | 126.39K |
| Q1 2022 | share | Increase | +26.31% | 6.88K shares | 493K | $78.89 | 33.07K |
| Q4 2021 | share | Increase | +25.97% | 5.39K shares | 573K | $80.71 | 26.18K |
| Q3 2021 | share | Increase | +12.33% | 2.28K shares | 144K | $74.24 | 20.78K |
| Q2 2021 | share | Increase | +31.49% | 4.43K shares | 373K | $75.03 | 18.50K |
| Q1 2021 | share | Increase | +10980.31% | 13.94K shares | 1.01M | $71.83 | 14.07K |
| Q4 2020 | share | Increase | 0.00% | 127 shares | 8K | $62.74 | 127 |