BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. – Schwab U.S. REIT ETF Transaction History
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. portfolio value:
$794,000
portfolio value
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 6.5K shares | 794K | $18.69 | 6.5K |
| Q2 2022 | share | Decrease | -100.00% | -1.36K shares | -4.05M | $21.09 | 0 |
| Q1 2022 | share | Increase | 0.00% | 1.36K shares | 4.05M | $24.89 | 1.36K |
| Q1 2018 | share | Decrease | -100.00% | -120.41K shares | -5.01M | $34.71 | 0 |
| Q4 2017 | share | Increase | +2.23% | 2.62K shares | 166K | $37.5 | 120.41K |
| Q3 2017 | share | Increase | +3.69% | 4.19K shares | 164K | $36.78 | 117.78K |
| Q2 2017 | share | Increase | +9.07% | 9.44K shares | 434K | $36.64 | 113.59K |
| Q1 2017 | share | Increase | +21.64% | 18.52K shares | 734K | $36.04 | 104.14K |
| Q4 2016 | share | Increase | +33.34% | 21.40K shares | 774K | $36.17 | 85.61K |
| Q3 2016 | share | Increase | +26.14% | 13.30K shares | 528K | $37.14 | 64.21K |
| Q2 2016 | share | Increase | 0.00% | 50.90K shares | 2.21M | $37.62 | 50.90K |