ACCEL WEALTH MANAGEMENT – Schwab U.S. Dividend Equity ETF Transaction History
ACCEL WEALTH MANAGEMENT portfolio value:
$145,000
portfolio value
ACCEL WEALTH MANAGEMENT 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 | +13.61% | 248 shares | 14K | $66.43 | 2.07K |
| Q2 2022 | share | Increase | +17.40% | 270 shares | 8K | $71.63 | 1.82K |
| Q1 2022 | share | Increase | +21.53% | 275 shares | 20K | $78.89 | 1.55K |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $80.71 | 1.27K | |
| Q3 2021 | share | Increase | +21.97% | 230 shares | 16K | $74.24 | 1.27K |
| Q2 2021 | share | Increase | +17.51% | 156 shares | 14K | $75.03 | 1.04K |
| Q1 2021 | share | Increase | +209.38% | 603 shares | 47K | $71.83 | 891 |
| Q4 2020 | share | Increase | 0.00% | 288 shares | 18K | $62.74 | 288 |