TRIAGEN WEALTH MANAGEMENT LLC – Schwab U.S. Large-Cap Value ETF Transaction History
TRIAGEN WEALTH MANAGEMENT LLC portfolio value:
$235,000
portfolio value
TRIAGEN WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -16K | $58.51 | 4.02K | |
| Q2 2022 | share | 0.00% | 0 shares | -36K | $62.42 | 4.02K | |
| Q1 2022 | share | Increase | +2.03% | 80 shares | -2K | $71.39 | 4.02K |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $73.15 | 3.94K | |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $67.48 | 3.94K | |
| Q2 2021 | share | 0.00% | 0 shares | 16K | $68.01 | 3.94K | |
| Q1 2021 | share | 0.00% | 0 shares | 22K | $64.61 | 3.94K | |
| Q4 2020 | share | Increase | 0.00% | 3.94K shares | 235K | $58.65 | 3.94K |