LEVEL FINANCIAL ADVISORS, INC. – Schwab U.S. Large-Cap ETF Transaction History
LEVEL FINANCIAL ADVISORS, INC. portfolio value:
$92,000
portfolio value
LEVEL FINANCIAL ADVISORS, INC. 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 | -3.25% | -73 shares | -8K | $42.35 | 2.17K |
| Q2 2022 | share | Increase | +3.31% | 72 shares | -17K | $44.66 | 2.24K |
| Q1 2022 | share | Decrease | -16.38% | -426 shares | -31K | $53.85 | 2.17K |
| Q4 2021 | share | Increase | 0.00% | 2.6K shares | 148K | $114.22 | 2.6K |