LEVEL FINANCIAL ADVISORS, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
LEVEL FINANCIAL ADVISORS, INC. portfolio value:
$23,000
portfolio value
LEVEL FINANCIAL ADVISORS, INC. quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -50.50% | -402 shares | -27K | $58.51 | 394 |
| Q2 2022 | share | Decrease | -21.42% | -217 shares | -22K | $62.42 | 796 |
| Q1 2022 | share | Decrease | -19.28% | -242 shares | -20K | $71.39 | 1.01K |
| Q4 2021 | share | Increase | 0.00% | 1.25K shares | 92K | $73.15 | 1.25K |