INTERACTIVE FINANCIAL ADVISORS, INC. – Schwab U.S. REIT ETF Transaction History
INTERACTIVE FINANCIAL ADVISORS, INC. portfolio value:
$2.07M
portfolio value
INTERACTIVE FINANCIAL ADVISORS, 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 | Decrease | -31.97% | -52.05K shares | -1.44M | $18.69 | 110.74K |
Q2 2022 | share | Increase | +79.71% | 72.21K shares | 1.25M | $21.09 | 162.80K |
Q1 2022 | share | Decrease | -52.21% | -98.97K shares | -2.73M | $24.89 | 90.59K |
Q4 2021 | share | Decrease | -2.97% | -2.90K shares | 532K | $52.58 | 94.78K |
Q3 2021 | share | Increase | +0.22% | 215 shares | -1K | $45.68 | 97.68K |
Q2 2021 | share | Decrease | -9.93% | -10.74K shares | 17K | $45.57 | 97.47K |
Q1 2021 | share | Increase | +41.75% | 31.87K shares | 1.54M | $40.72 | 108.21K |
Q4 2020 | share | Increase | +6.16% | 4.42K shares | 356K | $37.6 | 76.33K |
Q3 2020 | share | Increase | +20.73% | 12.34K shares | 445K | $34.57 | 71.90K |
Q2 2020 | share | Increase | +135268.18% | 59.51K shares | 2.09M | $34.18 | 59.56K |
Q1 2020 | share | Decrease | -99.95% | -91.76K shares | -4.21M | $31.56 | 44 |
Q4 2019 | share | Increase | +15.79% | 12.51K shares | 480K | $44.13 | 91.81K |
Q3 2019 | share | Increase | +26.58% | 16.64K shares | 956K | $44.74 | 79.29K |
Q2 2019 | share | Increase | +23.15% | 11.77K shares | 524K | $41.87 | 62.64K |
Q1 2019 | share | Decrease | -17.01% | -10.42K shares | -100K | $41.55 | 50.87K |
Q4 2018 | share | Decrease | -19.06% | -14.43K shares | -800K | $35.91 | 61.29K |
Q3 2018 | share | Decrease | -1.47% | -1.13K shares | -51K | $38.45 | 75.72K |
Q2 2018 | share | Decrease | -2.91% | -2.30K shares | 183K | $38.19 | 76.85K |
Q1 2018 | share | Decrease | -22.74% | -23.29K shares | -1.23M | $34.71 | 79.16K |
Q4 2017 | share | Increase | +12.23% | 11.16K shares | 510K | $37.5 | 102.46K |
Q3 2017 | share | Increase | +0.32% | 294 shares | 5K | $36.78 | 91.29K |
Q2 2017 | share | Increase | +13.90% | 11.10K shares | 492K | $36.64 | 91.00K |
Q1 2017 | share | Increase | +13.36% | 9.41K shares | 366K | $36.04 | 79.89K |
Q4 2016 | share | Decrease | -31.22% | -31.99K shares | -1.47M | $36.17 | 70.47K |
Q3 2016 | share | Increase | +43.07% | 30.85K shares | 1.26M | $37.14 | 102.47K |
Q2 2016 | share | Increase | +1.60% | 1.12K shares | 192K | $37.62 | 71.62K |
Q1 2016 | share | Decrease | -1.62% | -1.16K shares | 78K | $35.66 | 70.5K |