LEVEL FINANCIAL ADVISORS, INC. – Schwab U.S. Small-Cap ETF Transaction History
LEVEL FINANCIAL ADVISORS, INC. portfolio value:
$86,000
portfolio value
LEVEL FINANCIAL ADVISORS, INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -12.76% | -332 shares | -15K | $37.8 | 2.27K |
Q2 2022 | share | Decrease | -4.69% | -128 shares | -28K | $38.99 | 2.60K |
Q1 2022 | share | Decrease | -11.88% | -368 shares | -30K | $47.36 | 2.73K |
Q4 2021 | share | Increase | 0.00% | 3.09K shares | 159K | $102.53 | 3.09K |