SHEETS SMITH WEALTH MANAGEMENT – Schwab U.S. TIPS ETF Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$2.06M
portfolio value
SHEETS SMITH WEALTH MANAGEMENT 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 | +2.89% | 1.11K shares | -97K | $51.8 | 39.83K |
| Q2 2022 | share | Increase | +76.70% | 16.80K shares | 830K | $55.8 | 38.71K |
| Q1 2022 | share | Increase | +0.04% | 8 shares | -47K | $60.71 | 21.90K |
| Q4 2021 | share | Increase | +0.27% | 58 shares | 10K | $62.99 | 21.90K |
| Q3 2021 | share | Increase | +0.15% | 33 shares | 4K | $61.98 | 21.84K |
| Q2 2021 | share | Decrease | -43.87% | -17.04K shares | -1.01M | $60.85 | 21.81K |
| Q1 2021 | share | Decrease | -5.58% | -2.29K shares | -179K | $59.02 | 38.85K |
| Q4 2020 | share | Increase | 0.00% | 41.15K shares | 2.55M | $59.91 | 41.15K |