TRANSFORM WEALTH, LLC – Schwab U.S. TIPS ETF Transaction History
TRANSFORM WEALTH, LLC portfolio value:
$284,000
portfolio value
TRANSFORM WEALTH, LLC 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 | -2.45% | -138 shares | -30K | $51.8 | 5.48K |
| Q2 2022 | share | Decrease | -1.33% | -76 shares | -32K | $55.8 | 5.62K |
| Q1 2022 | share | Increase | +35.11% | 1.48K shares | 81K | $60.71 | 5.70K |
| Q4 2021 | share | Increase | +1.88% | 78 shares | 6K | $62.99 | 4.22K |
| Q3 2021 | share | Increase | +24.68% | 820 shares | 51K | $61.98 | 4.14K |
| Q2 2021 | share | Increase | 0.00% | 3.32K shares | 208K | $60.85 | 3.32K |