BURT WEALTH ADVISORS – Schwab U.S. TIPS ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$0
portfolio value
BURT WEALTH ADVISORS 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 | Decrease | -100.00% | -4.12K shares | -230K | $51.8 | 0 |
| Q2 2022 | share | Decrease | -98.58% | -286.76K shares | -17.43M | $55.8 | 4.12K |
| Q1 2022 | share | Increase | +1.77% | 5.06K shares | -316K | $60.71 | 290.88K |
| Q4 2021 | share | Increase | +6.25% | 16.82K shares | 1.14M | $62.99 | 285.82K |
| Q3 2021 | share | Increase | +0.88% | 2.34K shares | 165K | $61.98 | 269.00K |
| Q2 2021 | share | Increase | +0.60% | 1.6K shares | 458K | $60.85 | 266.66K |
| Q1 2021 | share | Increase | +1.96% | 5.10K shares | 73K | $59.02 | 265.06K |
| Q4 2020 | share | Increase | +1.40% | 3.57K shares | 338K | $59.91 | 259.95K |
| Q3 2020 | share | Increase | +0.56% | 1.43K shares | 498K | $58.91 | 256.37K |
| Q2 2020 | share | Decrease | -0.36% | -925 shares | 587K | $57.27 | 254.94K |
| Q1 2020 | share | Increase | +1.38% | 3.48K shares | 422K | $54.88 | 255.86K |
| Q4 2019 | share | Increase | +1.58% | 3.91K shares | 190K | $54.04 | 252.38K |
| Q3 2019 | share | Increase | +1.19% | 2.93K shares | 277K | $53.67 | 248.47K |
| Q2 2019 | share | Increase | +1.15% | 2.79K shares | 475K | $52.86 | 245.54K |
| Q1 2019 | share | Increase | +8.51% | 19.04K shares | 1.43M | $51.43 | 242.74K |
| Q4 2018 | share | Increase | +9.49% | 19.39K shares | 887K | $49.8 | 223.70K |
| Q3 2018 | share | Increase | +2.73% | 5.42K shares | 104K | $50.23 | 204.30K |
| Q2 2018 | share | Decrease | -5.92% | -12.50K shares | -680K | $50.64 | 198.88K |
| Q1 2018 | share | Increase | +5.68% | 11.36K shares | 513K | $50.2 | 211.39K |
| Q4 2017 | share | Increase | +0.94% | 1.86K shares | 137K | $50.7 | 200.03K |
| Q3 2017 | share | Increase | +2.38% | 4.60K shares | 294K | $50.02 | 198.16K |
| Q2 2017 | share | Increase | +11.10% | 19.34K shares | 983K | $49.61 | 193.56K |
| Q1 2017 | share | Increase | +11.36% | 17.76K shares | 1.09M | $49.83 | 174.21K |
| Q4 2016 | share | Increase | +1735.63% | 147.92K shares | 8.09M | $49.21 | 156.45K |
| Q3 2016 | share | Increase | +44.19% | 2.61K shares | 153K | $50.53 | 8.52K |
| Q2 2016 | share | Increase | +207.06% | 3.98K shares | 226K | $50 | 5.91K |
| Q1 2016 | share | Decrease | -86.80% | -12.65K shares | -667K | $49.16 | 1.92K |