GUARDIAN FINANCIAL PARTNERS, LLC – Schwab U.S. REIT ETF Transaction History
GUARDIAN FINANCIAL PARTNERS, LLC portfolio value:
$453,000
portfolio value
GUARDIAN FINANCIAL PARTNERS, 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 | +13.89% | 2.95K shares | 4K | $18.69 | 24.23K |
| Q2 2022 | share | Increase | +20.49% | 3.61K shares | -1K | $21.09 | 21.27K |
| Q1 2022 | share | Increase | +14.01% | 2.17K shares | 42K | $24.89 | 17.65K |
| Q4 2021 | share | Increase | 0.00% | 15.48K shares | 408K | $52.58 | 15.48K |