KOLINSKY WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
KOLINSKY WEALTH MANAGEMENT, LLC portfolio value:
$757,000
portfolio value
KOLINSKY WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.09% | 139 shares | -42K | $58.51 | 12.94K |
| Q2 2022 | share | Increase | +1.07% | 135 shares | -105K | $62.42 | 12.80K |
| Q1 2022 | share | Decrease | -3.67% | -482 shares | -59K | $71.39 | 12.66K |
| Q4 2021 | share | Increase | 0.00% | 13.15K shares | 963K | $73.15 | 13.15K |