HARVEST GROUP WEALTH MANAGEMENT, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
HARVEST GROUP WEALTH MANAGEMENT, LLC portfolio value:
$14.28M
portfolio value
HARVEST GROUP WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -4.36% | -13.55K shares | -1.05M | $48.26 | 297.10K |
Q2 2022 | share | Decrease | -2.64% | -8.44K shares | -474K | $49.19 | 310.66K |
Q1 2022 | share | Increase | 0.00% | 319.1K shares | 15.80M | $49.54 | 319.1K |
Q2 2019 | share | Decrease | -100.00% | -35 shares | -2K | $49.13 | 0 |
Q1 2019 | share | Increase | 0.00% | 35 shares | 2K | $48.44 | 35 |
Q4 2018 | share | Decrease | -100.00% | -4.26K shares | -211K | $47.99 | 0 |
Q3 2018 | share | Increase | 0.00% | 4.26K shares | 211K | $47.42 | 4.26K |