SOWELL FINANCIAL SERVICES LLC – Schwab U.S. TIPS ETF Transaction History
SOWELL FINANCIAL SERVICES LLC portfolio value:
$1.44M
portfolio value
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 27.92K shares | 1.44M | $51.8 | 27.92K |
| Q4 2021 | share | Increase | +18.82% | 4.27K shares | 276K | $62.99 | 27.01K |
| Q3 2021 | share | Increase | +6.13% | 1.31K shares | 84K | $61.98 | 22.73K |
| Q2 2021 | share | Increase | +211.73% | 14.55K shares | 911K | $60.85 | 21.42K |
| Q1 2021 | share | Increase | +244.81% | 4.87K shares | 304K | $59.02 | 6.87K |
| Q4 2020 | share | Increase | +16.07% | 276 shares | 18K | $59.91 | 1.99K |
| Q3 2020 | share | 0.00% | 0 shares | 3K | $58.91 | 1.71K | |
| Q2 2020 | share | Decrease | -24.43% | -555 shares | -28K | $57.27 | 1.71K |
| Q1 2020 | share | Increase | +39.99% | 649 shares | 39K | $54.88 | 2.27K |
| Q4 2019 | share | Decrease | -30.49% | -712 shares | -41K | $54.04 | 1.62K |
| Q3 2019 | share | Increase | 0.00% | 2.33K shares | 133K | $53.67 | 2.33K |