FIRSTPURPOSE WEALTH LLC – Schwab U.S. Aggregate Bond ETF Transaction History
FIRSTPURPOSE WEALTH LLC portfolio value:
$786,000
portfolio value
FIRSTPURPOSE WEALTH LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.81% | -319 shares | -59K | $45.31 | 17.33K |
| Q2 2022 | share | Decrease | -25.08% | -5.91K shares | -347K | $47.87 | 17.65K |
| Q1 2022 | share | Increase | +34.99% | 6.10K shares | 251K | $50.57 | 23.56K |
| Q4 2021 | share | Increase | 0.00% | 17.45K shares | 941K | $53.88 | 17.45K |