BEAIRD HARRIS WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
BEAIRD HARRIS WEALTH MANAGEMENT, LLC portfolio value:
$40,000
portfolio value
BEAIRD HARRIS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -3K | $66.43 | 596 | |
| Q2 2022 | share | Increase | +0.17% | 1 shares | -4K | $71.63 | 596 |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $78.89 | 595 | |
| Q4 2021 | share | Increase | 0.00% | 595 shares | 48K | $80.71 | 595 |