SAX WEALTH ADVISORS, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$714,000
portfolio value
SAX WEALTH ADVISORS, 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 | 0.00% | 0 shares | -48K | $58.51 | 12.21K | |
| Q2 2022 | share | 0.00% | 0 shares | -110K | $62.42 | 12.21K | |
| Q1 2022 | share | 0.00% | 0 shares | -22K | $71.39 | 12.21K | |
| Q4 2021 | share | Increase | 0.00% | 12.21K shares | 894K | $73.15 | 12.21K |