MILESTONE WEALTH, LLC – Schwab U.S. Large-Cap ETF Transaction History
MILESTONE WEALTH, LLC portfolio value:
$182,000
portfolio value
MILESTONE WEALTH, LLC 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 | 0.00% | 0 shares | -10K | $42.35 | 4.30K | |
| Q2 2022 | share | Increase | +45.82% | 1.35K shares | -144K | $44.66 | 4.30K |
| Q1 2022 | share | Decrease | -50.00% | -2.95K shares | 0 | $53.85 | 2.95K |
| Q4 2021 | share | Increase | 0.00% | 5.90K shares | 336K | $114.22 | 5.90K |