STONE POINT WEALTH LLC – Schwab U.S. Large-Cap ETF Transaction History
STONE POINT WEALTH LLC portfolio value:
$351,000
portfolio value
STONE POINT WEALTH 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 | Decrease | -2.36% | -200 shares | -28K | $42.35 | 8.28K |
| Q2 2022 | share | Decrease | -5.66% | -509 shares | -107K | $44.66 | 8.48K |
| Q1 2022 | share | Increase | +2.27% | 200 shares | -14K | $53.85 | 8.99K |
| Q4 2021 | share | Increase | 0.00% | 8.79K shares | 500K | $114.22 | 8.79K |