EVERSOURCE WEALTH ADVISORS, LLC – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$697,000
portfolio value
EVERSOURCE WEALTH ADVISORS, LLC quarter portfolio value change:
-4.77%
quarter
Schwab Intermediate-Term U.S. Treasury ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -53.90% | -16.55K shares | -887K | $49.14 | 14.15K |
Q2 2022 | share | Decrease | -18.11% | -6.78K shares | -412K | $51.6 | 30.70K |
Q1 2022 | share | Increase | 0.00% | 37.49K shares | 1.99M | $53.25 | 37.49K |