LYELL WEALTH MANAGEMENT, LP – Schwab U.S. REIT ETF Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$229,000
portfolio value
LYELL WEALTH MANAGEMENT, LP 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 | +0.78% | 95 shares | -27K | $18.69 | 12.25K |
| Q2 2022 | share | Increase | +0.65% | 79 shares | -45K | $21.09 | 12.15K |
| Q1 2022 | share | Increase | +0.12% | 15 shares | -17K | $24.89 | 12.07K |
| Q4 2021 | share | Increase | 0.00% | 6.03K shares | 318K | $52.58 | 6.03K |