ATLAS PRIVATE WEALTH ADVISORS – Schwab U.S. Dividend Equity ETF Transaction History
ATLAS PRIVATE WEALTH ADVISORS portfolio value:
$1.11M
portfolio value
ATLAS PRIVATE WEALTH ADVISORS 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 | Decrease | -8.02% | -1.46K shares | -192K | $66.43 | 16.75K |
| Q2 2022 | share | Decrease | -92.03% | -210.45K shares | -16.73M | $71.63 | 18.21K |
| Q1 2022 | share | Increase | +355.39% | 70.07K shares | 5.79M | $78.89 | 89.79K |
| Q3 2021 | share | Increase | +140750.00% | 19.70K shares | 1.46M | $74.24 | 19.71K |
| Q2 2021 | share | Increase | 0.00% | 14 shares | 1K | $75.03 | 14 |