DESTINY WEALTH PARTNERS, LLC – Schwab U.S. Large-Cap ETF Transaction History
DESTINY WEALTH PARTNERS, LLC portfolio value:
$1.19M
portfolio value
DESTINY WEALTH PARTNERS, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.36% | -102 shares | -70K | $42.35 | 28.30K |
| Q2 2022 | share | Decrease | -7.79% | -2.39K shares | -390K | $44.66 | 28.41K |
| Q1 2022 | share | Increase | +15.12% | 4.04K shares | 136K | $53.85 | 30.80K |
| Q4 2021 | share | Increase | +4.92% | 628 shares | 196K | $114.22 | 13.38K |
| Q3 2021 | share | Increase | 0.00% | 12.75K shares | 1.32M | $104.03 | 12.75K |
| Q2 2021 | share | Increase | +14.08% | 2.06K shares | 331K | $103.64 | 16.72K |
| Q1 2021 | share | Decrease | -8.77% | -1.40K shares | -54K | $95.42 | 14.66K |
| Q4 2020 | share | Increase | 0.00% | 16.07K shares | 1.46M | $90.1 | 16.07K |