IAG WEALTH PARTNERS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
IAG WEALTH PARTNERS, LLC portfolio value:
$1.42M
portfolio value
IAG WEALTH PARTNERS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.00% | -3.21K shares | -254K | $60.53 | 23.60K |
| Q2 2022 | share | Increase | +42.13% | 7.95K shares | 251K | $62.73 | 26.82K |
| Q1 2022 | share | Decrease | -11.77% | -2.51K shares | -289K | $75.86 | 18.87K |
| Q4 2021 | share | Increase | +0.77% | 163 shares | 93K | $80.5 | 21.39K |
| Q3 2021 | share | Decrease | -3.27% | -717 shares | -90K | $76.66 | 21.22K |
| Q2 2021 | share | Decrease | -8.44% | -2.02K shares | -66K | $77.99 | 21.94K |
| Q1 2021 | share | Decrease | -6.58% | -1.68K shares | 34K | $73.97 | 23.96K |
| Q4 2020 | share | Decrease | -9.18% | -2.59K shares | 182K | $67.69 | 25.65K |
| Q3 2020 | share | Decrease | -8.59% | -2.65K shares | -59K | $54.81 | 28.24K |
| Q2 2020 | share | Decrease | -67.57% | -64.37K shares | -2.39M | $51.79 | 30.90K |
| Q1 2020 | share | Decrease | -17.11% | -19.66K shares | -2.89M | $41.36 | 95.28K |
| Q4 2019 | share | Increase | 0.00% | 114.94K shares | 6.91M | $58.73 | 114.94K |