KEY CLIENT FIDUCIARY ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
KEY CLIENT FIDUCIARY ADVISORS, LLC portfolio value:
$358,000
portfolio value
KEY CLIENT FIDUCIARY ADVISORS, 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 | +12.68% | 606 shares | 16K | $66.43 | 5.38K |
| Q2 2022 | share | Decrease | -8.92% | -468 shares | -72K | $71.63 | 4.77K |
| Q1 2022 | share | Increase | +21.51% | 929 shares | 65K | $78.89 | 5.24K |
| Q4 2021 | share | Increase | 0.00% | 4.31K shares | 349K | $80.71 | 4.31K |