LAUREL WEALTH PLANNING LLC – Schwab U.S. Dividend Equity ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$7.21M
portfolio value
LAUREL WEALTH 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 | Decrease | -0.91% | -996 shares | -636K | $66.43 | 108.66K |
| Q2 2022 | share | Increase | +45.08% | 34.07K shares | 1.89M | $71.63 | 109.66K |
| Q1 2022 | share | Increase | +59.52% | 28.20K shares | 2.13M | $78.89 | 75.59K |
| Q4 2021 | share | Increase | +513.65% | 39.66K shares | 3.25M | $80.71 | 47.38K |
| Q3 2021 | share | Increase | +954.92% | 6.99K shares | 518K | $74.24 | 7.72K |
| Q2 2021 | share | Increase | 0.00% | 732 shares | 55K | $75.03 | 732 |