INDEPENDENT WEALTH NETWORK INC. – Schwab U.S. Large-Cap ETF Transaction History
INDEPENDENT WEALTH NETWORK INC. portfolio value:
$404,000
portfolio value
INDEPENDENT WEALTH NETWORK 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 | Increase | +2.21% | 206 shares | -13K | $42.35 | 9.54K |
| Q2 2022 | share | Increase | +13.23% | 1.09K shares | -27K | $44.66 | 9.33K |
| Q1 2022 | share | Decrease | -2.74% | -232 shares | -38K | $53.85 | 8.24K |
| Q4 2021 | share | Decrease | -0.40% | -17 shares | 3K | $114.22 | 4.23K |
| Q3 2021 | share | Increase | 0.00% | 4.25K shares | 479K | $104.03 | 4.25K |