SWS PARTNERS – Schwab U.S. REIT ETF Transaction History
SWS PARTNERS portfolio value:
$2.27M
portfolio value
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 121.77K shares | 2.27M | $18.69 | 121.77K |
| Q1 2021 | share | Decrease | -100.00% | -69.42K shares | -2.63M | $40.72 | 0 |
| Q4 2020 | share | Decrease | -0.94% | -660 shares | 157K | $37.6 | 69.42K |
| Q3 2020 | share | Increase | 0.00% | 70.08K shares | 2.47M | $34.57 | 70.08K |
| Q2 2020 | share | Decrease | -100.00% | -68.72K shares | -2.25M | $34.18 | 0 |
| Q1 2020 | share | Increase | +2.45% | 1.64K shares | -887K | $31.56 | 68.72K |
| Q3 2019 | share | Increase | +10.03% | 6.11K shares | 370K | $44.74 | 67.07K |
| Q2 2019 | share | Increase | +916.25% | 54.96K shares | 2.53M | $41.87 | 60.96K |
| Q4 2018 | share | Increase | 0.00% | 5.99K shares | 231K | $35.91 | 5.99K |
| Q2 2018 | share | Decrease | -100.00% | -4.26K shares | -161K | $38.19 | 0 |
| Q1 2018 | share | Increase | 0.00% | 4.26K shares | 161K | $34.71 | 4.26K |