MOMENTUM ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
MOMENTUM ADVISORS, LLC portfolio value:
$1.47M
portfolio value
MOMENTUM ADVISORS, 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 | Increase | +4.13% | 880 shares | -53K | $66.43 | 22.20K |
Q2 2022 | share | Increase | 0.00% | 21.32K shares | 1.52M | $71.63 | 21.32K |