PEAK FINANCIAL MANAGEMENT, INC. – Schwab U.S. REIT ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$533,000
portfolio value
PEAK FINANCIAL MANAGEMENT, 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 | Increase | +5.64% | 1.52K shares | -36K | $18.69 | 28.51K |
| Q2 2022 | share | Increase | +3.10% | 812 shares | -83K | $21.09 | 26.98K |
| Q1 2022 | share | Increase | +7.37% | 1.79K shares | 10K | $24.89 | 26.17K |
| Q4 2021 | share | Decrease | -8.61% | -1.14K shares | 33K | $52.58 | 12.19K |
| Q3 2021 | share | Increase | +8.42% | 1.03K shares | 46K | $45.68 | 13.33K |
| Q2 2021 | share | Decrease | -0.86% | -107 shares | 53K | $45.57 | 12.30K |
| Q1 2021 | share | Increase | +13.22% | 1.44K shares | 94K | $40.72 | 12.41K |
| Q4 2020 | share | Increase | +3.24% | 344 shares | 40K | $37.6 | 10.96K |
| Q3 2020 | share | Decrease | -5.74% | -646 shares | -21K | $34.57 | 10.61K |
| Q2 2020 | share | Decrease | -10.60% | -1.33K shares | -15K | $34.18 | 11.26K |
| Q1 2020 | share | Increase | +17.58% | 1.88K shares | -80K | $31.56 | 12.59K |
| Q4 2019 | share | Increase | +2.24% | 235 shares | -2K | $44.13 | 10.71K |
| Q3 2019 | share | Increase | +2.09% | 215 shares | 38K | $44.74 | 10.48K |
| Q2 2019 | share | Increase | +1.48% | 150 shares | 7K | $41.87 | 10.26K |
| Q1 2019 | share | Decrease | -12.20% | -1.40K shares | 5K | $41.55 | 10.11K |
| Q4 2018 | share | Increase | +17.07% | 1.68K shares | 33K | $35.91 | 11.52K |
| Q3 2018 | share | Increase | +0.66% | 65 shares | 3K | $38.45 | 9.84K |
| Q2 2018 | share | Increase | +8.61% | 775 shares | 64K | $38.19 | 9.77K |
| Q1 2018 | share | Decrease | -62.77% | -15.17K shares | -662K | $34.71 | 9K |
| Q4 2017 | share | Increase | +4.81% | 1.10K shares | 57K | $37.5 | 24.17K |
| Q3 2017 | share | Increase | +0.32% | 74 shares | 1K | $36.78 | 23.06K |
| Q2 2017 | share | Increase | +0.17% | 38 shares | 12K | $36.64 | 22.99K |
| Q1 2017 | share | Increase | +7.07% | 1.51K shares | 56K | $36.04 | 22.95K |
| Q4 2016 | share | Increase | 0.00% | 21.44K shares | 880K | $36.17 | 21.44K |