FORTHRIGHT WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
FORTHRIGHT WEALTH MANAGEMENT, LLC portfolio value:
$3.79M
portfolio value
FORTHRIGHT WEALTH MANAGEMENT, 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 | +3.49% | 1.92K shares | -159K | $66.43 | 57.08K |
| Q2 2022 | share | Decrease | -5.67% | -3.31K shares | -662K | $71.63 | 55.16K |
| Q1 2022 | share | Decrease | -88.89% | -36.91K shares | -3.35M | $78.89 | 4.61K |
| Q4 2021 | share | Increase | 0.00% | 41.52K shares | 3.35M | $80.71 | 41.52K |