GOALVEST ADVISORY LLC – Schwab U.S. Dividend Equity ETF Transaction History
GOALVEST ADVISORY LLC portfolio value:
$27,000
portfolio value
GOALVEST ADVISORY 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 | 0.00% | 0 shares | -2K | $66.43 | 411 | |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $71.63 | 411 | |
| Q1 2022 | share | Increase | 0.00% | 411 shares | 32K | $78.89 | 411 |