DESTINY WEALTH PARTNERS, LLC – Schwab U.S. Small-Cap ETF Transaction History
DESTINY WEALTH PARTNERS, LLC portfolio value:
$155,000
portfolio value
DESTINY WEALTH PARTNERS, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -24.94% | -1.36K shares | -59K | $37.8 | 4.11K |
| Q2 2022 | share | Decrease | -42.98% | -4.12K shares | -241K | $38.99 | 5.47K |
| Q1 2022 | share | Increase | +2.49% | 233 shares | -25K | $47.36 | 9.60K |
| Q4 2021 | share | Increase | +0.62% | 29 shares | 14K | $102.53 | 4.68K |
| Q3 2021 | share | Increase | 0.00% | 4.65K shares | 466K | $100.1 | 4.65K |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $103.88 | 4.65K | |
| Q1 2021 | share | Increase | +5.24% | 232 shares | 70K | $99.17 | 4.65K |
| Q4 2020 | share | Increase | 0.00% | 4.42K shares | 394K | $88.35 | 4.42K |