ALTERITY FINANCIAL GROUP, LLC – Schwab U.S. Dividend Equity ETF Transaction History
ALTERITY FINANCIAL GROUP, LLC portfolio value:
$279,000
portfolio value
ALTERITY FINANCIAL GROUP, 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 | Increase | +2.87% | 117 shares | -13K | $66.43 | 4.19K |
| Q2 2022 | share | Increase | +19.85% | 675 shares | 17K | $71.63 | 4.07K |
| Q4 2021 | share | Decrease | -13.48% | -530 shares | -35K | $80.71 | 3.40K |
| Q1 2021 | share | Increase | 0.00% | 3.93K shares | 310K | $71.83 | 3.93K |