WBH ADVISORY INC – Schwab U.S. REIT ETF Transaction History
WBH ADVISORY INC portfolio value:
$1.13M
portfolio value
WBH ADVISORY INC 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 | +6.16% | 3.51K shares | -81K | $18.69 | 60.55K |
| Q2 2022 | share | Increase | +21.01% | 9.90K shares | 26K | $21.09 | 57.03K |
| Q1 2022 | share | Increase | +0.20% | 94 shares | -52K | $24.89 | 47.13K |
| Q4 2021 | share | Increase | +103.05% | 23.87K shares | 181K | $52.58 | 47.03K |
| Q3 2021 | share | Increase | +101.92% | 23.38K shares | -36K | $45.68 | 46.33K |
| Q2 2021 | share | Increase | +101.38% | 23.10K shares | 158K | $45.57 | 45.89K |
| Q1 2021 | share | Increase | +98.26% | 22.58K shares | 56K | $40.72 | 45.57K |
| Q4 2020 | share | Increase | +88.80% | 21.62K shares | 19K | $37.6 | 45.97K |
| Q3 2020 | share | Increase | 0.00% | 48.70K shares | 861K | $34.57 | 48.70K |
| Q2 2019 | share | Decrease | -100.00% | -31.48K shares | -1.39M | $41.87 | 0 |
| Q1 2019 | share | Increase | 0.00% | 62.97K shares | 1.39M | $41.55 | 62.97K |