PRECISION WEALTH STRATEGIES, LLC – Schwab U.S. Dividend Equity ETF Transaction History
PRECISION WEALTH STRATEGIES, LLC portfolio value:
$5.84M
portfolio value
PRECISION WEALTH STRATEGIES, 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 | -28.94% | -33.38K shares | -2.37M | $66.43 | 81.97K |
| Q2 2022 | share | Increase | +47.85% | 37.33K shares | 2.06M | $71.63 | 115.36K |
| Q1 2022 | share | Increase | +57.90% | 28.61K shares | 2.16M | $78.89 | 78.03K |
| Q4 2021 | share | Decrease | -12.91% | -7.32K shares | -218K | $80.71 | 49.41K |
| Q3 2021 | share | Increase | 0.00% | 56.74K shares | 4.21M | $74.24 | 56.74K |