JOSEPH GROUP CAPITAL MANAGEMENT – Schwab U.S. Large-Cap Value ETF Transaction History
JOSEPH GROUP CAPITAL MANAGEMENT portfolio value:
$1.74M
portfolio value
JOSEPH GROUP CAPITAL MANAGEMENT quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.38% | 2.80K shares | 59K | $58.51 | 29.85K |
| Q2 2022 | share | Increase | +233.03% | 18.92K shares | 1.10M | $62.42 | 27.04K |
| Q1 2022 | share | Increase | +10.40% | 765 shares | 41K | $71.39 | 8.12K |
| Q4 2021 | share | Increase | 0.00% | 7.35K shares | 539K | $73.15 | 7.35K |