CAPASSO PLANNING PARTNERS LLC – Schwab U.S. Broad Market ETF Transaction History
CAPASSO PLANNING PARTNERS LLC portfolio value:
$220,000
portfolio value
CAPASSO PLANNING PARTNERS LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.02% | 1 shares | -12K | $41.99 | 5.24K |
| Q2 2022 | share | Decrease | -2.64% | -142 shares | -55K | $44.19 | 5.24K |
| Q1 2022 | share | Increase | +51.75% | 1.83K shares | 87K | $53.39 | 5.38K |
| Q4 2021 | share | Increase | 0.00% | 3.54K shares | 200K | $113.36 | 3.54K |