FORTRESS WEALTH MANAGEMENT, INC. – Schwab U.S. Large-Cap ETF Transaction History
FORTRESS WEALTH MANAGEMENT, INC. portfolio value:
$219,000
portfolio value
FORTRESS WEALTH MANAGEMENT, INC. 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 | -12K | $42.35 | 5.17K | |
| Q2 2022 | share | Decrease | -20.58% | -1.34K shares | -120K | $44.66 | 5.17K |
| Q1 2022 | share | Decrease | -7.87% | -556 shares | -51K | $53.85 | 6.51K |
| Q4 2021 | share | Increase | 0.00% | 7.06K shares | 402K | $114.22 | 7.06K |