TILIA FIDUCIARY PARTNERS, INC. – Schwab U.S. Large-Cap ETF Transaction History
TILIA FIDUCIARY PARTNERS, INC. portfolio value:
$463,000
portfolio value
TILIA FIDUCIARY PARTNERS, INC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -1.00% | -110 shares | -35K | $42.35 | 10.93K |
Q2 2022 | share | Increase | +7.35% | 756 shares | -56K | $44.66 | 11.04K |
Q1 2022 | share | Decrease | -0.88% | -91 shares | -37K | $53.85 | 10.29K |
Q4 2021 | share | Increase | 0.00% | 10.38K shares | 591K | $114.22 | 10.38K |