IAG WEALTH PARTNERS, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
IAG WEALTH PARTNERS, LLC portfolio value:
$195,000
portfolio value
IAG WEALTH PARTNERS, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $58.51 | 3.32K | |
| Q2 2022 | share | Decrease | -5.94% | -210 shares | -44K | $62.42 | 3.32K |
| Q1 2022 | share | Decrease | -6.11% | -230 shares | -24K | $71.39 | 3.53K |
| Q4 2021 | share | 0.00% | 0 shares | 21K | $73.15 | 3.76K | |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $67.48 | 3.76K | |
| Q2 2021 | share | 0.00% | 0 shares | 12K | $68.01 | 3.76K | |
| Q1 2021 | share | 0.00% | 0 shares | 21K | $64.61 | 3.76K | |
| Q4 2020 | share | 0.00% | 0 shares | 28K | $58.65 | 3.76K | |
| Q3 2020 | share | Decrease | -4.83% | -191 shares | -2K | $51.09 | 3.76K |
| Q2 2020 | share | Decrease | -24.89% | -1.31K shares | -35K | $48.43 | 3.95K |
| Q1 2020 | share | Increase | +19.41% | 856 shares | -32K | $42.48 | 5.26K |
| Q4 2019 | share | Increase | 0.00% | 4.41K shares | 266K | $57.12 | 4.41K |