SPIRE WEALTH MANAGEMENT – Schwab U.S. Dividend Equity ETF Transaction History
SPIRE WEALTH MANAGEMENT portfolio value:
$2.29M
portfolio value
SPIRE WEALTH MANAGEMENT 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 | Increase | +8.76% | 2.78K shares | 20K | $66.43 | 34.54K |
| Q2 2022 | share | Increase | +20.15% | 5.32K shares | 189K | $71.63 | 31.76K |
| Q1 2022 | share | Decrease | -69.19% | -59.37K shares | -4.85M | $78.89 | 26.43K |
| Q4 2021 | share | Increase | +507.70% | 71.68K shares | 5.88M | $80.71 | 85.80K |
| Q3 2021 | share | Decrease | -4.51% | -667 shares | -70K | $74.24 | 14.12K |
| Q2 2021 | share | Decrease | -80.11% | -59.57K shares | -4.34M | $75.03 | 14.78K |
| Q1 2021 | share | Increase | 0.00% | 74.36K shares | 5.46M | $71.83 | 74.36K |