AXXCESS WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
AXXCESS WEALTH MANAGEMENT, LLC portfolio value:
$4.62M
portfolio value
AXXCESS WEALTH MANAGEMENT, LLC 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 | -1.83% | -2.04K shares | -343K | $42.35 | 109.27K |
| Q2 2022 | share | Decrease | -13.65% | -17.59K shares | -1.97M | $44.66 | 111.31K |
| Q1 2022 | share | Decrease | -0.99% | -1.29K shares | -468K | $53.85 | 128.90K |
| Q4 2021 | share | Increase | 0.00% | 130.20K shares | 7.41M | $114.22 | 130.20K |