KATHLEEN S. WRIGHT ASSOCIATES INC. – Schwab U.S. Small-Cap ETF Transaction History
KATHLEEN S. WRIGHT ASSOCIATES INC. portfolio value:
$125,000
portfolio value
KATHLEEN S. WRIGHT ASSOCIATES INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +6.38% | 198 shares | 4K | $37.8 | 3.30K |
Q2 2022 | share | Increase | +125.00% | 1.72K shares | 56K | $38.99 | 3.10K |
Q1 2022 | share | Increase | +20.00% | 230 shares | 6K | $47.36 | 1.38K |
Q4 2021 | share | Increase | 0.00% | 1.15K shares | 59K | $102.53 | 1.15K |