CASTLE WEALTH MANAGEMENT LLC – Schwab U.S. Dividend Equity ETF Transaction History
CASTLE WEALTH MANAGEMENT LLC portfolio value:
$285,000
portfolio value
CASTLE WEALTH MANAGEMENT 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 | Decrease | -2.55% | -112 shares | -30K | $66.43 | 4.28K |
| Q2 2022 | share | Increase | 0.00% | 4.39K shares | 315K | $71.63 | 4.39K |