FORTRESS WEALTH MANAGEMENT, INC. – Schwab U.S. Dividend Equity ETF Transaction History
FORTRESS WEALTH MANAGEMENT, INC. portfolio value:
$2.09M
portfolio value
FORTRESS WEALTH MANAGEMENT, INC. quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.99% | 916 shares | -99K | $66.43 | 31.51K |
| Q2 2022 | share | Decrease | -13.64% | -4.83K shares | -603K | $71.63 | 30.59K |
| Q1 2022 | share | Decrease | -1.06% | -381 shares | -100K | $78.89 | 35.43K |
| Q4 2021 | share | Increase | 0.00% | 35.81K shares | 2.89M | $80.71 | 35.81K |