CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC – Schwab U.S. Dividend Equity ETF Transaction History
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC portfolio value:
$11,000
portfolio value
CLEAR PERSPECTIVES FINANCIAL PLANNING, 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 | +11.33% | 17 shares | 0 | $66.43 | 167 |
| Q2 2022 | share | Increase | 0.00% | 150 shares | 11K | $71.63 | 150 |