BRIDGEWATER ADVISORS INC. – Schwab U.S. REIT ETF Transaction History
BRIDGEWATER ADVISORS INC. portfolio value:
$319,000
portfolio value
BRIDGEWATER 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 | -3.07% | -540 shares | -52K | $18.69 | 17.04K |
| Q2 2022 | share | Increase | +1.93% | 333 shares | -58K | $21.09 | 17.58K |
| Q1 2022 | share | Increase | +2.55% | 429 shares | -14K | $24.89 | 17.24K |
| Q4 2021 | share | Increase | +3.62% | 294 shares | 72K | $52.58 | 8.41K |
| Q3 2021 | share | Increase | +2.06% | 164 shares | 7K | $45.68 | 8.11K |
| Q2 2021 | share | Increase | +10.88% | 780 shares | 60K | $45.57 | 7.95K |
| Q1 2021 | share | Increase | 0.00% | 7.17K shares | 304K | $40.72 | 7.17K |