CLIENTFIRST WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$349,000
portfolio value
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 | 0.00% | 4.55K shares | 349K | $66.43 | 4.55K |
| Q2 2022 | share | Decrease | -100.00% | -2.7K shares | -214K | $71.63 | 0 |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $78.89 | 2.7K | |
| Q4 2021 | share | Increase | 0.00% | 2.7K shares | 214K | $80.71 | 2.7K |