OAK HARBOR WEALTH PARTNERS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
OAK HARBOR WEALTH PARTNERS, LLC portfolio value:
$36,000
portfolio value
OAK HARBOR WEALTH PARTNERS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +207.69% | 405 shares | 24K | $60.53 | 600 |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $62.73 | 195 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $75.86 | 195 | |
| Q4 2021 | share | Increase | 0.00% | 195 shares | 16K | $80.5 | 195 |