FOUNDERS FINANCIAL ALLIANCE, LLC – Schwab U.S. Dividend Equity ETF Transaction History
FOUNDERS FINANCIAL ALLIANCE, LLC portfolio value:
$315,000
portfolio value
FOUNDERS FINANCIAL ALLIANCE, 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 | Decrease | -12.59% | -682 shares | -73K | $66.43 | 4.73K |
| Q2 2022 | share | Increase | +15.57% | 730 shares | 18K | $71.63 | 5.41K |
| Q1 2022 | share | Increase | +2.40% | 110 shares | 0 | $78.89 | 4.68K |
| Q4 2021 | share | Increase | +29.13% | 1.03K shares | 107K | $80.71 | 4.57K |
| Q3 2021 | share | Increase | +27.55% | 766 shares | 52K | $74.24 | 3.54K |
| Q2 2021 | share | Increase | +0.32% | 9 shares | 0 | $75.03 | 2.78K |
| Q1 2021 | share | Increase | 0.00% | 2.77K shares | 211K | $71.83 | 2.77K |