INDEPENDENT WEALTH NETWORK INC. – Schwab U.S. Small-Cap ETF Transaction History
INDEPENDENT WEALTH NETWORK INC. portfolio value:
$244,000
portfolio value
INDEPENDENT WEALTH NETWORK 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 | Increase | +18.74% | 1.01K shares | 32K | $37.8 | 6.44K |
| Q2 2022 | share | Decrease | -24.88% | -1.79K shares | -130K | $38.99 | 5.42K |
| Q1 2022 | share | Decrease | -1.75% | -129 shares | -34K | $47.36 | 7.22K |
| Q4 2021 | share | Increase | +23.11% | 690 shares | 51K | $102.53 | 3.67K |
| Q3 2021 | share | Increase | 0.00% | 2.98K shares | 325K | $100.1 | 2.98K |