CASTLE WEALTH MANAGEMENT LLC – Schwab U.S. Small-Cap ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$418,000
portfolio value
CASTLE WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -47.80% | -10.13K shares | -408K | $37.8 | 11.06K |
| Q2 2022 | share | Increase | 0.00% | 21.19K shares | 826K | $38.99 | 21.19K |