AXXCESS WEALTH MANAGEMENT, LLC – Schwab Fundamental U.S. Small Company Index ETF Transaction History
AXXCESS WEALTH MANAGEMENT, LLC portfolio value:
$1.02M
portfolio value
AXXCESS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.03%
quarter
Schwab Fundamental U.S. Small Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.96% | -738 shares | -100K | $42.52 | 24.16K |
| Q2 2022 | share | Decrease | -8.24% | -2.23K shares | -324K | $45.25 | 24.89K |
| Q1 2022 | share | Decrease | -1.48% | -409 shares | -81K | $53.46 | 27.13K |
| Q4 2021 | share | Increase | 0.00% | 27.54K shares | 1.53M | $55.55 | 27.54K |