BELL INVESTMENT ADVISORS, INC – Schwab U.S. Dividend Equity ETF Transaction History
BELL INVESTMENT ADVISORS, INC portfolio value:
$4.82M
portfolio value
BELL INVESTMENT ADVISORS, INC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.73% | 7.04K shares | 127K | $66.43 | 72.65K |
| Q2 2022 | share | Increase | +33.11% | 16.32K shares | 716K | $71.63 | 65.61K |
| Q4 2021 | share | Decrease | -1.36% | -678 shares | 274K | $80.71 | 49.29K |
| Q3 2021 | share | Increase | 0.00% | 49.97K shares | 3.71M | $74.24 | 49.97K |