ACCEL WEALTH MANAGEMENT – Schwab U.S. Large-Cap ETF Transaction History
ACCEL WEALTH MANAGEMENT portfolio value:
$103,000
portfolio value
ACCEL WEALTH MANAGEMENT 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 | 0.00% | 0 shares | -2K | $42.35 | 2.3K | |
| Q2 2022 | share | 0.00% | 0 shares | -19K | $44.66 | 2.3K | |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $53.85 | 2.3K | |
| Q4 2021 | share | Increase | +76.92% | 500 shares | 63K | $114.22 | 1.15K |
| Q3 2021 | share | Increase | +116.67% | 350 shares | 37K | $104.03 | 650 |
| Q2 2021 | share | Increase | 0.00% | 300 shares | 31K | $103.64 | 300 |