HIGH NET WORTH ADVISORY GROUP LLC – Schwab U.S. Dividend Equity ETF Transaction History
HIGH NET WORTH ADVISORY GROUP LLC portfolio value:
$3.97M
portfolio value
HIGH NET WORTH ADVISORY GROUP 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 | Decrease | -0.13% | -79 shares | -316K | $66.43 | 59.79K |
| Q2 2022 | share | Increase | +1.98% | 1.16K shares | -343K | $71.63 | 59.87K |
| Q1 2022 | share | Increase | +1.15% | 670 shares | -60K | $78.89 | 58.70K |
| Q4 2021 | share | Increase | 0.00% | 58.03K shares | 4.73M | $80.71 | 58.03K |