CAPASSO PLANNING PARTNERS LLC – Schwab U.S. Large-Cap ETF Transaction History
CAPASSO PLANNING PARTNERS LLC portfolio value:
$733,000
portfolio value
CAPASSO PLANNING PARTNERS LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +169.46% | 10.88K shares | 446K | $42.35 | 17.30K |
| Q2 2022 | share | Decrease | -5.89% | -402 shares | -80K | $44.66 | 6.42K |
| Q1 2022 | share | Increase | +18.60% | 1.07K shares | 40K | $53.85 | 6.82K |
| Q4 2021 | share | Increase | 0.00% | 5.75K shares | 327K | $114.22 | 5.75K |