MARSHALL FINANCIAL GROUP INC /ADV – Schwab U.S. REIT ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$2.28M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-11.38%
quarter
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.32% | 8.34K shares | -118K | $18.69 | 122.36K |
| Q2 2022 | share | Decrease | -1.91% | -2.21K shares | -488K | $21.09 | 114.01K |
| Q1 2022 | share | Decrease | -4.73% | -5.76K shares | -321K | $24.89 | 116.23K |
| Q4 2021 | share | Decrease | -9.19% | -6.17K shares | 145K | $52.58 | 61.00K |
| Q3 2021 | share | Increase | +0.12% | 82 shares | -3K | $45.68 | 67.17K |
| Q2 2021 | share | Decrease | -0.94% | -635 shares | 289K | $45.57 | 67.09K |
| Q1 2021 | share | Increase | +16.22% | 9.45K shares | 570K | $40.72 | 67.72K |
| Q4 2020 | share | Decrease | -7.02% | -4.40K shares | -4K | $37.6 | 58.27K |
| Q3 2020 | share | Decrease | -2.67% | -1.72K shares | -51K | $34.57 | 62.67K |
| Q2 2020 | share | Decrease | -9.66% | -6.88K shares | -66K | $34.18 | 64.39K |
| Q1 2020 | share | Increase | +0.58% | 409 shares | -924K | $31.56 | 71.28K |
| Q4 2019 | share | Increase | +7.46% | 4.91K shares | 147K | $44.13 | 70.87K |
| Q3 2019 | share | Increase | +1.39% | 907 shares | 220K | $44.74 | 65.95K |
| Q2 2019 | share | Increase | +12.07% | 7.00K shares | 312K | $41.87 | 65.05K |
| Q1 2019 | share | Increase | +15.45% | 7.76K shares | 643K | $41.55 | 58.04K |
| Q4 2018 | share | Increase | 0.00% | 50.27K shares | 1.93M | $35.91 | 50.27K |