MADISON WEALTH PARTNERS, INC – Schwab U.S. Dividend Equity ETF Transaction History
MADISON WEALTH PARTNERS, INC portfolio value:
$429,000
portfolio value
MADISON WEALTH PARTNERS, INC 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 | -8.67% | -613 shares | -77K | $66.43 | 6.45K |
| Q2 2022 | share | Increase | +21.69% | 1.26K shares | 48K | $71.63 | 7.06K |
| Q1 2022 | share | Increase | +0.03% | 2 shares | -11K | $78.89 | 5.80K |
| Q4 2021 | share | 0.00% | 0 shares | 38K | $80.71 | 5.80K | |
| Q3 2021 | share | Increase | +89.49% | 2.74K shares | 199K | $74.24 | 5.80K |
| Q2 2021 | share | Increase | 0.00% | 3.06K shares | 232K | $75.03 | 3.06K |