IAM ADVISORY, LLC – Schwab U.S. Dividend Equity ETF Transaction History
IAM ADVISORY, LLC portfolio value:
$20.85M
portfolio value
IAM ADVISORY, 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 | +3.36% | 10.21K shares | -901K | $66.43 | 313.95K |
| Q2 2022 | share | Increase | +11.47% | 31.24K shares | 260K | $71.63 | 303.74K |
| Q1 2022 | share | Increase | 0.00% | 272.49K shares | 21.49M | $78.89 | 272.49K |