TWELVE POINTS WEALTH MANAGEMENT LLC – Schwab U.S. Broad Market ETF Transaction History
TWELVE POINTS WEALTH MANAGEMENT LLC portfolio value:
$815,000
portfolio value
TWELVE POINTS WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -43K | $41.99 | 19.41K | |
| Q2 2022 | share | Increase | +0.41% | 80 shares | -174K | $44.19 | 19.41K |
| Q1 2022 | share | Increase | +12.61% | 2.16K shares | 62K | $53.39 | 19.33K |
| Q4 2021 | share | Increase | 0.00% | 17.17K shares | 970K | $113.36 | 17.17K |