KATHLEEN S. WRIGHT ASSOCIATES INC. – Schwab U.S. Mid-Cap ETF Transaction History
KATHLEEN S. WRIGHT ASSOCIATES INC. portfolio value:
$133,000
portfolio value
KATHLEEN S. WRIGHT ASSOCIATES INC. quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +22.01% | 395 shares | 20K | $60.53 | 2.19K |
| Q2 2022 | share | Decrease | -6.95% | -134 shares | -33K | $62.73 | 1.79K |
| Q1 2022 | share | Increase | +55.56% | 689 shares | 46K | $75.86 | 1.92K |
| Q4 2021 | share | Increase | 0.00% | 1.24K shares | 100K | $80.5 | 1.24K |