FORTRESS WEALTH MANAGEMENT, INC. – Schwab U.S. Large-Cap Value ETF Transaction History
FORTRESS WEALTH MANAGEMENT, INC. portfolio value:
$3.65M
portfolio value
FORTRESS WEALTH MANAGEMENT, INC. 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 | Decrease | -12.93% | -9.26K shares | -823K | $58.51 | 62.40K |
| Q2 2022 | share | Decrease | -25.11% | -24.03K shares | -2.35M | $62.42 | 71.67K |
| Q1 2022 | share | Increase | +8.48% | 7.48K shares | 372K | $71.39 | 95.70K |
| Q4 2021 | share | Increase | 0.00% | 88.22K shares | 6.46M | $73.15 | 88.22K |