DESTINY WEALTH PARTNERS, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
DESTINY WEALTH PARTNERS, LLC portfolio value:
$876,000
portfolio value
DESTINY WEALTH PARTNERS, 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 | Decrease | -20.78% | -3.92K shares | -303K | $58.51 | 14.96K |
| Q2 2022 | share | Increase | +3.45% | 630 shares | -125K | $62.42 | 18.89K |
| Q1 2022 | share | Increase | +138.39% | 10.60K shares | 743K | $71.39 | 18.26K |
| Q4 2021 | share | 0.00% | 0 shares | 44K | $73.15 | 7.66K | |
| Q3 2021 | share | Increase | 0.00% | 7.66K shares | 517K | $67.48 | 7.66K |
| Q2 2021 | share | Increase | 0.00% | 6.47K shares | 442K | $68.01 | 6.47K |