SOUNDMARK WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
SOUNDMARK WEALTH MANAGEMENT, LLC portfolio value:
$509,000
portfolio value
SOUNDMARK WEALTH MANAGEMENT, 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 | +0.89% | 68 shares | -36K | $66.43 | 7.66K |
| Q2 2022 | share | Increase | +18.30% | 1.17K shares | 38K | $71.63 | 7.60K |
| Q1 2022 | share | Increase | +0.64% | 41 shares | -9K | $78.89 | 6.42K |
| Q4 2021 | share | Decrease | -3.54% | -234 shares | 25K | $80.71 | 6.38K |
| Q3 2021 | share | Decrease | -6.21% | -438 shares | -40K | $74.24 | 6.61K |
| Q2 2021 | share | Increase | +40.73% | 2.04K shares | 165K | $75.03 | 7.05K |
| Q1 2021 | share | Increase | +2.20% | 108 shares | 51K | $71.83 | 5.01K |
| Q4 2020 | share | Increase | 0.00% | 4.90K shares | 315K | $62.74 | 4.90K |