GUARDIAN WEALTH ADVISORS, LLC / NC – Schwab 1000 Index ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC / NC portfolio value:
$138,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC / NC quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +806.82% | 3.55K shares | 122K | $34.61 | 3.99K |
| Q2 2022 | share | Increase | +51.72% | 150 shares | 3K | $36.46 | 440 |
| Q1 2022 | share | Increase | +625.00% | 250 shares | 11K | $44.03 | 290 |
| Q4 2021 | share | Increase | 0.00% | 40 shares | 2K | $46.72 | 40 |