WORTH ASSET MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
WORTH ASSET MANAGEMENT, LLC portfolio value:
$262,000
portfolio value
WORTH ASSET MANAGEMENT, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -19.82% | -1.53K shares | -83K | $42.35 | 6.18K |
| Q2 2022 | share | Decrease | -89.07% | -62.89K shares | -2.93M | $44.66 | 7.71K |
| Q1 2022 | share | Increase | 0.00% | 70.61K shares | 3.27M | $53.85 | 70.61K |