WAYPOINT CAPITAL ADVISORS, LLC – Schwab U.S. Small-Cap ETF Transaction History
WAYPOINT CAPITAL ADVISORS, LLC portfolio value:
$293,000
portfolio value
WAYPOINT CAPITAL ADVISORS, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.83% | 64 shares | -7K | $37.8 | 7.75K |
| Q2 2022 | share | Increase | 0.00% | 7.69K shares | 300K | $38.99 | 7.69K |