KATHLEEN S. WRIGHT ASSOCIATES INC. – Schwab U.S. Large-Cap ETF Transaction History
KATHLEEN S. WRIGHT ASSOCIATES INC. portfolio value:
$50,000
portfolio value
KATHLEEN S. WRIGHT ASSOCIATES 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 | Increase | +444.70% | 965 shares | 40K | $42.35 | 1.18K |
| Q2 2022 | share | Decrease | -77.30% | -739 shares | -41K | $44.66 | 217 |
| Q1 2022 | share | Decrease | -2.65% | -26 shares | -5K | $53.85 | 956 |
| Q4 2021 | share | Increase | 0.00% | 982 shares | 56K | $114.22 | 982 |