CASTLE WEALTH MANAGEMENT LLC – Schwab U.S. Mid-Cap ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$578,000
portfolio value
CASTLE WEALTH 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 | Decrease | -0.86% | -83 shares | -26K | $60.53 | 9.54K |
| Q2 2022 | share | Increase | 0.00% | 9.62K shares | 604K | $62.73 | 9.62K |