KEYSTONE WEALTH SERVICES, LLC – Schwab U.S. Large-Cap ETF Transaction History
KEYSTONE WEALTH SERVICES, LLC portfolio value:
$549,000
portfolio value
KEYSTONE WEALTH SERVICES, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -1.25% | -164 shares | -37K | $42.35 | 12.95K |
Q2 2022 | share | Decrease | -43.13% | -9.95K shares | -656K | $44.66 | 13.12K |
Q1 2022 | share | Decrease | -7.22% | -1.79K shares | -173K | $53.85 | 23.07K |
Q4 2021 | share | Increase | 0.00% | 24.86K shares | 1.41M | $114.22 | 24.86K |