WEALTHCARE ADVISORY PARTNERS LLC – Schwab U.S. REIT ETF Transaction History
WEALTHCARE ADVISORY PARTNERS LLC portfolio value:
$3.14M
portfolio value
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 168.46K shares | 3.14M | $18.69 | 168.46K |
| Q1 2022 | share | Decrease | -100.00% | -7.94K shares | -209K | $24.89 | 0 |
| Q4 2021 | share | Increase | 0.00% | 3.97K shares | 209K | $52.58 | 3.97K |
| Q3 2021 | share | Decrease | -100.00% | -5.46K shares | -250K | $45.68 | 0 |
| Q2 2021 | share | Increase | +2.69% | 143 shares | 31K | $45.57 | 5.46K |
| Q1 2021 | share | Increase | 0.00% | 5.32K shares | 219K | $40.72 | 5.32K |
| Q4 2020 | share | Decrease | -100.00% | -6.01K shares | -213K | $37.6 | 0 |
| Q3 2020 | share | Increase | 0.00% | 6.01K shares | 213K | $34.57 | 6.01K |
| Q2 2020 | share | Decrease | -100.00% | -683 shares | -22K | $34.18 | 0 |
| Q1 2020 | share | Decrease | -63.48% | -1.18K shares | -64K | $31.56 | 683 |
| Q4 2019 | share | Increase | +1.47% | 27 shares | -1K | $44.13 | 1.87K |
| Q3 2019 | share | 0.00% | 0 shares | 5K | $44.74 | 1.84K | |
| Q2 2019 | share | Decrease | -5.20% | -101 shares | -4K | $41.87 | 1.84K |
| Q1 2019 | share | Decrease | -15.00% | -343 shares | -2K | $41.55 | 1.94K |
| Q4 2018 | share | Increase | +276.15% | 1.67K shares | 63K | $35.91 | 2.28K |
| Q3 2018 | share | 0.00% | 0 shares | 0 | $38.45 | 608 | |
| Q2 2018 | share | Increase | 0.00% | 608 shares | 25K | $38.19 | 608 |