SUREVEST, LLC – Schwab U.S. TIPS ETF Transaction History
SUREVEST, LLC portfolio value:
$1.46M
portfolio value
SUREVEST, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.25% | 348 shares | -93K | $51.8 | 28.27K |
| Q2 2022 | share | Increase | +1.29% | 357 shares | -116K | $55.8 | 27.92K |
| Q1 2022 | share | Increase | +2254.48% | 26.4K shares | 1.6M | $60.71 | 27.57K |
| Q4 2021 | share | Increase | 0.00% | 1.17K shares | 74K | $62.99 | 1.17K |