INTERGY PRIVATE WEALTH, LLC – Schwab U.S. Dividend Equity ETF Transaction History
INTERGY PRIVATE WEALTH, LLC portfolio value:
$14.16M
portfolio value
INTERGY PRIVATE WEALTH, 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 | +3.73% | 7.67K shares | -559K | $66.43 | 213.27K |
| Q2 2022 | share | Increase | +8.75% | 16.54K shares | -188K | $71.63 | 205.60K |
| Q1 2022 | share | Increase | +288.52% | 140.39K shares | 10.98M | $78.89 | 189.05K |
| Q4 2021 | share | Increase | 0.00% | 48.66K shares | 3.93M | $80.71 | 48.66K |