AXXCESS WEALTH MANAGEMENT, LLC – Schwab 1000 Index ETF Transaction History
AXXCESS WEALTH MANAGEMENT, LLC portfolio value:
$779,000
portfolio value
AXXCESS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +36.61% | 6.02K shares | 179K | $34.61 | 22.49K |
| Q2 2022 | share | Decrease | -44.83% | -13.38K shares | -714K | $36.46 | 16.46K |
| Q1 2022 | share | Decrease | -13.71% | -4.74K shares | -297K | $44.03 | 29.84K |
| Q4 2021 | share | Increase | 0.00% | 34.59K shares | 1.61M | $46.72 | 34.59K |