WORTH ASSET MANAGEMENT, LLC – Schwab U.S. Mid-Cap ETF Transaction History
WORTH ASSET MANAGEMENT, LLC portfolio value:
$184,000
portfolio value
WORTH ASSET MANAGEMENT, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +580.72% | 2.59K shares | 156K | $60.53 | 3.03K |
| Q2 2022 | share | 0.00% | 0 shares | -1K | $62.73 | 446 | |
| Q1 2022 | share | Increase | 0.00% | 446 shares | 29K | $75.86 | 446 |