TRADITION WEALTH MANAGEMENT, LLC – Schwab U.S. Mid-Cap ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$2.22M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.97% | -1.12K shares | -152K | $60.53 | 36.81K |
| Q2 2022 | share | Decrease | -0.82% | -312 shares | -522K | $62.73 | 37.94K |
| Q1 2022 | share | Decrease | -3.63% | -1.43K shares | -291K | $75.86 | 38.25K |
| Q4 2021 | share | Decrease | -4.61% | -1.91K shares | 3K | $80.5 | 39.69K |
| Q3 2021 | share | Decrease | -0.77% | -324 shares | -92K | $76.66 | 41.61K |
| Q2 2021 | share | Decrease | -5.77% | -2.56K shares | -30K | $77.99 | 41.93K |
| Q1 2021 | share | Decrease | -52.90% | -49.98K shares | -3.13M | $73.97 | 44.50K |
| Q4 2020 | share | Increase | 0.00% | 94.48K shares | 6.44M | $67.69 | 94.48K |