AXXCESS WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
AXXCESS WEALTH MANAGEMENT, LLC portfolio value:
$23.64M
portfolio value
AXXCESS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.42% | 21.47K shares | -313K | $66.43 | 355.87K |
| Q2 2022 | share | Decrease | -7.72% | -27.99K shares | -4.63M | $71.63 | 334.39K |
| Q1 2022 | share | Increase | +7.72% | 25.97K shares | 1.39M | $78.89 | 362.38K |
| Q4 2021 | share | Increase | 0.00% | 336.41K shares | 27.19M | $80.71 | 336.41K |