TRADITION WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$10.20M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.47% | -8.74K shares | -921K | $41.99 | 243.03K |
| Q2 2022 | share | Increase | +0.22% | 550 shares | -2.28M | $44.19 | 251.77K |
| Q1 2022 | share | Increase | +0.38% | 963 shares | -728K | $53.39 | 251.22K |
| Q4 2021 | share | Decrease | -0.03% | -37 shares | 1.14M | $113.36 | 125.13K |
| Q3 2021 | share | Increase | +0.54% | 671 shares | 19K | $103.86 | 125.17K |
| Q2 2021 | share | Increase | +0.68% | 844 shares | 1.02M | $103.94 | 124.49K |
| Q1 2021 | share | Decrease | -0.70% | -877 shares | 628K | $96.11 | 123.65K |
| Q4 2020 | share | Increase | 0.00% | 124.53K shares | 11.33M | $90.16 | 124.53K |