CARSON ADVISORY INC. – Schwab U.S. Dividend Equity ETF Transaction History
CARSON ADVISORY INC. portfolio value:
$265,000
portfolio value
CARSON ADVISORY INC. 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 | Decrease | -17.96% | -873 shares | -83K | $66.43 | 3.98K |
| Q2 2022 | share | Increase | +22.68% | 899 shares | 35K | $71.63 | 4.86K |
| Q1 2022 | share | Increase | +13.55% | 473 shares | 31K | $78.89 | 3.96K |
| Q4 2021 | share | Increase | 0.00% | 3.49K shares | 282K | $80.71 | 3.49K |