SAGE MOUNTAIN ADVISORS LLC – Schwab U.S. Large-Cap ETF Transaction History
SAGE MOUNTAIN ADVISORS LLC portfolio value:
$3.24M
portfolio value
SAGE MOUNTAIN ADVISORS 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 | Increase | +0.43% | 331 shares | -163K | $42.35 | 76.63K |
| Q2 2022 | share | 0.00% | 0 shares | -819K | $44.66 | 89.13K | |
| Q1 2022 | share | Increase | +13.61% | 10.68K shares | 335K | $53.85 | 89.13K |
| Q4 2021 | share | Increase | 0.00% | 39.22K shares | 4.46M | $114.22 | 39.22K |