FIRSTPURPOSE WEALTH LLC – Schwab U.S. Broad Market ETF Transaction History
FIRSTPURPOSE WEALTH LLC portfolio value:
$478,000
portfolio value
FIRSTPURPOSE WEALTH 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 | +20.12% | 1.90K shares | 60K | $41.99 | 11.37K |
| Q2 2022 | share | Decrease | -33.50% | -4.77K shares | -342K | $44.19 | 9.46K |
| Q1 2022 | share | Increase | +18.39% | 2.21K shares | 80K | $53.39 | 14.23K |
| Q4 2021 | share | Increase | 0.00% | 12.02K shares | 680K | $113.36 | 12.02K |