LEE FINANCIAL CO – Schwab U.S. REIT ETF Transaction History
LEE FINANCIAL CO portfolio value:
$108,000
portfolio value
LEE FINANCIAL CO 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 | +76.45% | 2.51K shares | 39K | $18.69 | 5.79K |
| Q2 2022 | share | Increase | +7.88% | 240 shares | -7K | $21.09 | 3.28K |
| Q1 2022 | share | Decrease | -9.99% | -338 shares | -13K | $24.89 | 3.04K |
| Q4 2021 | share | Increase | +68.19% | 686 shares | 43K | $52.58 | 1.69K |
| Q3 2021 | share | Increase | +0.10% | 1 shares | 0 | $45.68 | 1.00K |
| Q2 2021 | share | Increase | +10.93% | 99 shares | 9K | $45.57 | 1.00K |
| Q1 2021 | share | Increase | +7.86% | 66 shares | 5K | $40.72 | 906 |
| Q4 2020 | share | Decrease | -13.49% | -131 shares | -2K | $37.6 | 840 |
| Q3 2020 | share | Decrease | -85.58% | -5.76K shares | -203K | $34.57 | 971 |
| Q2 2020 | share | Increase | +97.54% | 3.32K shares | 125K | $34.18 | 6.73K |
| Q1 2020 | share | Decrease | -3.43% | -121 shares | -50K | $31.56 | 3.40K |
| Q4 2019 | share | Decrease | -3.16% | -115 shares | -10K | $44.13 | 3.53K |
| Q3 2019 | share | Decrease | -1.49% | -55 shares | 8K | $44.74 | 3.64K |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $41.87 | 3.7K | |
| Q1 2019 | share | Decrease | -1.78% | -67 shares | 19K | $41.55 | 3.7K |
| Q4 2018 | share | Decrease | -22.60% | -1.1K shares | -58K | $35.91 | 3.76K |
| Q3 2018 | share | Decrease | -7.47% | -393 shares | -17K | $38.45 | 4.86K |
| Q2 2018 | share | Decrease | -38.51% | -3.29K shares | -107K | $38.19 | 5.26K |
| Q1 2018 | share | Decrease | -48.00% | -7.89K shares | -358K | $34.71 | 8.55K |
| Q4 2017 | share | Decrease | -2.86% | -485 shares | -12K | $37.5 | 16.45K |
| Q3 2017 | share | Decrease | -3.45% | -605 shares | -26K | $36.78 | 16.93K |
| Q2 2017 | share | Increase | +3.35% | 568 shares | 31K | $36.64 | 17.54K |
| Q1 2017 | share | Increase | +335.18% | 13.07K shares | 532K | $36.04 | 16.97K |
| Q4 2016 | share | Increase | 0.00% | 3.9K shares | 160K | $36.17 | 3.9K |