WESCOTT FINANCIAL ADVISORY GROUP, LLC – Schwab U.S. Mid-Cap ETF Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$3.69M
portfolio value
WESCOTT FINANCIAL ADVISORY GROUP, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.34% | 205 shares | -122K | $60.53 | 60.98K |
| Q2 2022 | share | Increase | +0.34% | 204 shares | -782K | $62.73 | 60.78K |
| Q1 2022 | share | Increase | 0.00% | 60.57K shares | 4.59M | $75.86 | 60.57K |