GUARDIAN WEALTH MANAGEMENT, INC. – Schwab U.S. Small-Cap ETF Transaction History
GUARDIAN WEALTH MANAGEMENT, INC. portfolio value:
$201,000
portfolio value
GUARDIAN WEALTH MANAGEMENT, 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 | Decrease | -10.89% | -649 shares | -31K | $37.8 | 5.30K |
Q2 2022 | share | Decrease | -7.90% | -511 shares | -74K | $38.99 | 5.95K |
Q1 2022 | share | Decrease | -1.34% | -88 shares | -30K | $47.36 | 6.46K |
Q4 2021 | share | Increase | 0.00% | 6.55K shares | 336K | $102.53 | 6.55K |