CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$53,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $58.51 | 900 | |
| Q2 2022 | share | 0.00% | 0 shares | -8K | $62.42 | 900 | |
| Q1 2022 | share | Increase | 0.00% | 900 shares | 64K | $71.39 | 900 |