WILLOW CREEK WEALTH MANAGEMENT INC. – Schwab U.S. TIPS ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$8.56M
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. 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 | -12.50% | -23.60K shares | -1.97M | $51.8 | 165.29K |
| Q2 2022 | share | Increase | +17.04% | 27.50K shares | 742K | $55.8 | 188.90K |
| Q1 2022 | share | Increase | +26.49% | 33.79K shares | 1.77M | $60.71 | 161.39K |
| Q4 2021 | share | Increase | +8.96% | 10.49K shares | 696K | $62.99 | 127.60K |
| Q3 2021 | share | Increase | +17.62% | 17.54K shares | 1.10M | $61.98 | 117.10K |
| Q2 2021 | share | Increase | +32.28% | 24.29K shares | 1.62M | $60.85 | 99.56K |
| Q1 2021 | share | Increase | +19.92% | 12.5K shares | 706K | $59.02 | 75.26K |
| Q4 2020 | share | Increase | +46.33% | 19.87K shares | 1.25M | $59.91 | 62.76K |
| Q3 2020 | share | Increase | +149.11% | 25.67K shares | 1.61M | $58.91 | 42.89K |
| Q2 2020 | share | Increase | +108.75% | 8.97K shares | 559K | $57.27 | 17.21K |
| Q1 2020 | share | Increase | 0.00% | 8.24K shares | 474K | $54.88 | 8.24K |