PERSONAL CAPITAL ADVISORS CORP – Schwab U.S. REIT ETF Transaction History
PERSONAL CAPITAL ADVISORS CORP portfolio value:
$1.42M
portfolio value
PERSONAL CAPITAL ADVISORS CORP 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 | +7.20% | 5.10K shares | -74K | $18.69 | 76.00K |
| Q2 2022 | share | Increase | +2.72% | 1.87K shares | -223K | $21.09 | 70.89K |
| Q1 2022 | share | Decrease | -7.93% | -5.94K shares | -176K | $24.89 | 69.02K |
| Q4 2021 | share | Decrease | -1.83% | -699 shares | 150K | $52.58 | 37.48K |
| Q3 2021 | share | Increase | +7.53% | 2.67K shares | 118K | $45.68 | 38.18K |
| Q2 2021 | share | Decrease | -10.71% | -4.25K shares | -8K | $45.57 | 35.50K |
| Q1 2021 | share | Increase | +3.65% | 1.39K shares | 177K | $40.72 | 39.76K |
| Q4 2020 | share | Increase | +58.43% | 14.15K shares | 600K | $37.6 | 38.36K |
| Q3 2020 | share | Decrease | -31.23% | -10.99K shares | -383K | $34.57 | 24.21K |
| Q2 2020 | share | Increase | +374.66% | 27.79K shares | -22.52M | $34.18 | 35.21K |
| Q1 2020 | share | Increase | 0.00% | 7.41K shares | 23.76M | $31.56 | 7.41K |
| Q2 2017 | share | Decrease | -100.00% | -5.20K shares | -210K | $36.64 | 0 |
| Q1 2017 | share | Increase | 0.00% | 5.20K shares | 210K | $36.04 | 5.20K |