PLANNING DIRECTIONS INC – Schwab U.S. TIPS ETF Transaction History
PLANNING DIRECTIONS INC portfolio value:
$1.51M
portfolio value
PLANNING DIRECTIONS INC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.94% | 833 shares | -70K | $51.8 | 29.14K |
| Q2 2022 | share | Increase | +11.42% | 2.90K shares | 37K | $55.8 | 28.31K |
| Q1 2022 | share | Increase | +8.17% | 1.92K shares | 66K | $60.71 | 25.40K |
| Q4 2021 | share | Increase | +48.73% | 7.69K shares | 489K | $62.99 | 23.48K |
| Q3 2021 | share | Increase | +34.24% | 4.02K shares | 253K | $61.98 | 15.79K |
| Q2 2021 | share | Increase | 0.00% | 11.76K shares | 735K | $60.85 | 11.76K |