PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC portfolio value:
$9.82M
portfolio value
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC 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 | +7.79% | 10.69K shares | -3K | $66.43 | 147.96K |
| Q2 2022 | share | Increase | +6.14% | 7.94K shares | -370K | $71.63 | 137.26K |
| Q1 2022 | share | Increase | +0.18% | 227 shares | -233K | $78.89 | 129.32K |
| Q4 2021 | share | Increase | +1.23% | 1.56K shares | 967K | $80.71 | 129.09K |
| Q3 2021 | share | Increase | +1.35% | 1.7K shares | -47K | $74.24 | 127.53K |
| Q2 2021 | share | Decrease | -0.77% | -971 shares | 268K | $75.03 | 125.83K |
| Q1 2021 | share | Increase | 0.00% | 126.80K shares | 9.24M | $71.83 | 126.80K |