MARSHALL FINANCIAL GROUP LLC – Schwab U.S. Dividend Equity ETF Transaction History
MARSHALL FINANCIAL GROUP LLC portfolio value:
$2.68M
portfolio value
MARSHALL 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 | Decrease | -1.07% | -438 shares | -241K | $66.43 | 40.38K |
| Q2 2022 | share | Increase | +55.08% | 14.5K shares | 847K | $71.63 | 40.82K |
| Q1 2022 | share | Increase | +5.58% | 1.39K shares | 62K | $78.89 | 26.32K |
| Q4 2021 | share | Increase | +4.36% | 1.04K shares | 241K | $80.71 | 24.93K |
| Q3 2021 | share | Increase | +6.96% | 1.55K shares | 85K | $74.24 | 23.89K |
| Q2 2021 | share | Increase | +7.22% | 1.50K shares | 170K | $75.03 | 22.33K |
| Q1 2021 | share | Increase | +4.97% | 986 shares | 246K | $71.83 | 20.83K |
| Q4 2020 | share | Increase | 0.00% | 19.84K shares | 1.27M | $62.74 | 19.84K |