SUMMIT FINANCIAL STRATEGIES, INC. – Schwab U.S. REIT ETF Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$217,000
portfolio value
SUMMIT FINANCIAL STRATEGIES, 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 | -2.01% | -238 shares | -33K | $18.69 | 11.59K |
| Q2 2022 | share | Decrease | -4.97% | -619 shares | -60K | $21.09 | 11.83K |
| Q1 2022 | share | Increase | +3.16% | 381 shares | -8K | $24.89 | 12.45K |
| Q4 2021 | share | Decrease | -1.03% | -63 shares | 39K | $52.58 | 6.03K |
| Q3 2021 | share | Increase | +1.87% | 112 shares | 5K | $45.68 | 6.09K |
| Q2 2021 | share | Decrease | -2.00% | -122 shares | 23K | $45.57 | 5.98K |
| Q1 2021 | share | Increase | +11.91% | 650 shares | 44K | $40.72 | 6.10K |
| Q4 2020 | share | Increase | 0.00% | 5.45K shares | 207K | $37.6 | 5.45K |