CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Schwab U.S. Small-Cap ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$23,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $37.8 | 600 | |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $38.99 | 600 | |
| Q1 2022 | share | Decrease | -4.46% | -28 shares | -4K | $47.36 | 600 |
| Q4 2021 | share | Decrease | -61.43% | -500 shares | -49K | $102.53 | 314 |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $100.1 | 814 | |
| Q2 2021 | share | 0.00% | 0 shares | 4K | $103.88 | 814 | |
| Q1 2021 | share | 0.00% | 0 shares | 9K | $99.17 | 814 | |
| Q4 2020 | share | Increase | 0.00% | 814 shares | 72K | $88.35 | 814 |