THRIVE WEALTH MANAGEMENT, LLC – Schwab U.S. Small-Cap ETF Transaction History
THRIVE WEALTH MANAGEMENT, LLC portfolio value:
$895,000
portfolio value
THRIVE WEALTH MANAGEMENT, 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 | -32.52% | -11.40K shares | -472K | $37.8 | 23.66K |
Q2 2022 | share | Increase | +14.05% | 4.32K shares | -89K | $38.99 | 35.07K |
Q1 2022 | share | Increase | +54.50% | 10.84K shares | 437K | $47.36 | 30.75K |
Q4 2021 | share | Increase | 0.00% | 19.90K shares | 1.01M | $102.53 | 19.90K |