PETERSON WEALTH ADVISORS, LLC – Schwab U.S. REIT ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$1.03M
portfolio value
PETERSON WEALTH ADVISORS, LLC 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 | +82.58% | 25.09K shares | 396K | $18.69 | 55.47K |
| Q2 2022 | share | Increase | +10.88% | 2.98K shares | -41K | $21.09 | 30.38K |
| Q1 2022 | share | Decrease | -1.18% | -327 shares | -49K | $24.89 | 27.40K |
| Q4 2021 | share | Decrease | -2.37% | -337 shares | 82K | $52.58 | 13.86K |
| Q3 2021 | share | Increase | +7.47% | 987 shares | 44K | $45.68 | 14.20K |
| Q2 2021 | share | Decrease | -2.17% | -293 shares | 50K | $45.57 | 13.21K |
| Q1 2021 | share | Decrease | -0.46% | -62 shares | 40K | $40.72 | 13.50K |
| Q4 2020 | share | Increase | +2.24% | 297 shares | 46K | $37.6 | 13.56K |
| Q3 2020 | share | Increase | +3.32% | 426 shares | 17K | $34.57 | 13.27K |
| Q2 2020 | share | Increase | +63.27% | 4.97K shares | 194K | $34.18 | 12.84K |
| Q1 2020 | share | Increase | 0.00% | 7.86K shares | 258K | $31.56 | 7.86K |