WAYPOINT CAPITAL ADVISORS, LLC – Schwab U.S. Large-Cap ETF Transaction History
WAYPOINT CAPITAL ADVISORS, LLC portfolio value:
$217,000
portfolio value
WAYPOINT CAPITAL ADVISORS, 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 | Increase | +0.83% | 42 shares | -9K | $42.35 | 5.11K |
| Q2 2022 | share | Increase | +1.44% | 72 shares | -43K | $44.66 | 5.07K |
| Q1 2022 | share | Increase | +1.44% | 71 shares | -11K | $53.85 | 4.99K |
| Q4 2021 | share | Increase | 0.00% | 4.92K shares | 280K | $114.22 | 4.92K |