WORTH ASSET MANAGEMENT, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
WORTH ASSET MANAGEMENT, LLC portfolio value:
$516,000
portfolio value
WORTH ASSET MANAGEMENT, 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 | Increase | +123.29% | 6.29K shares | 272K | $45.31 | 11.39K |
| Q2 2022 | share | 0.00% | 0 shares | -4K | $47.87 | 5.10K | |
| Q1 2022 | share | Increase | 0.00% | 5.10K shares | 248K | $50.57 | 5.10K |