ML & R WEALTH MANAGEMENT LLC – Schwab U.S. Broad Market ETF Transaction History
ML & R WEALTH MANAGEMENT LLC portfolio value:
$972,000
portfolio value
ML & R 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 | Increase | +198.94% | 15.4K shares | 630K | $41.99 | 23.14K |
| Q2 2022 | share | Decrease | -15.41% | -1.41K shares | -147K | $44.19 | 7.74K |
| Q1 2022 | share | Increase | +12.09% | 987 shares | 28K | $53.39 | 9.15K |
| Q4 2021 | share | Increase | 0.00% | 8.16K shares | 461K | $113.36 | 8.16K |