STONE POINT WEALTH LLC – Schwab U.S. Large-Cap Value ETF Transaction History
STONE POINT WEALTH LLC portfolio value:
$487,000
portfolio value
STONE POINT WEALTH LLC 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 | Increase | +2.21% | 180 shares | -22K | $58.51 | 8.33K |
| Q2 2022 | share | Increase | +87.92% | 3.81K shares | 197K | $62.42 | 8.15K |
| Q1 2022 | share | Increase | +0.86% | 37 shares | -2K | $71.39 | 4.33K |
| Q4 2021 | share | Increase | 0.00% | 4.30K shares | 314K | $73.15 | 4.30K |