OPAL WEALTH ADVISORS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
OPAL WEALTH ADVISORS, LLC portfolio value:
$10.20M
portfolio value
OPAL WEALTH ADVISORS, 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 | Increase | +3.25% | 5.31K shares | -37K | $60.53 | 168.57K |
| Q2 2022 | share | Decrease | -1.46% | -2.41K shares | -2.32M | $62.73 | 163.25K |
| Q1 2022 | share | Increase | +14.53% | 21.02K shares | 934K | $75.86 | 165.67K |
| Q4 2021 | share | Increase | +4.59% | 6.34K shares | 1.03M | $80.5 | 144.64K |
| Q3 2021 | share | Increase | +2.20% | 2.98K shares | 10K | $76.66 | 138.30K |
| Q2 2021 | share | Decrease | -2.56% | -3.54K shares | 256K | $77.99 | 135.32K |
| Q1 2021 | share | Increase | +5.54% | 7.29K shares | 1.36M | $73.97 | 138.87K |
| Q4 2020 | share | Increase | 0.00% | 131.57K shares | 8.97M | $67.69 | 131.57K |