IAG WEALTH PARTNERS, LLC – Schwab U.S. Large-Cap ETF Transaction History
IAG WEALTH PARTNERS, LLC portfolio value:
$123,000
portfolio value
IAG WEALTH PARTNERS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -7K | $42.35 | 2.9K | |
| Q2 2022 | share | 0.00% | 0 shares | -26K | $44.66 | 2.9K | |
| Q1 2022 | share | Increase | +28.43% | 642 shares | 27K | $53.85 | 2.9K |
| Q4 2021 | share | Decrease | -7.15% | -87 shares | 2K | $114.22 | 1.12K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $104.03 | 1.21K | |
| Q2 2021 | share | 0.00% | 0 shares | 10K | $103.64 | 1.21K | |
| Q1 2021 | share | 0.00% | 0 shares | 6K | $95.42 | 1.21K | |
| Q4 2020 | share | 0.00% | 0 shares | 12K | $90.1 | 1.21K | |
| Q3 2020 | share | 0.00% | 0 shares | 8K | $79.55 | 1.21K | |
| Q2 2020 | share | 0.00% | 0 shares | 16K | $72.65 | 1.21K | |
| Q1 2020 | share | 0.00% | 0 shares | -19K | $59.81 | 1.21K | |
| Q4 2019 | share | Increase | 0.00% | 1.21K shares | 94K | $74.57 | 1.21K |