RETIREMENT GROUP, LLC – Schwab U.S. REIT ETF Transaction History
RETIREMENT GROUP, LLC portfolio value:
$682,000
portfolio value
RETIREMENT GROUP, 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 | +2.76% | 981 shares | -67K | $18.69 | 36.49K |
| Q2 2022 | share | Increase | +92.54% | 17.06K shares | 290K | $21.09 | 35.50K |
| Q1 2022 | share | Increase | +0.96% | 176 shares | -22K | $24.89 | 18.44K |
| Q4 2021 | share | Increase | +0.03% | 3 shares | 64K | $52.58 | 9.13K |
| Q3 2021 | share | Increase | +2.27% | 203 shares | 8K | $45.68 | 9.13K |
| Q2 2021 | share | Increase | +12.70% | 1.00K shares | 84K | $45.57 | 8.92K |
| Q1 2021 | share | Increase | +9.50% | 687 shares | 51K | $40.72 | 7.92K |
| Q4 2020 | share | Decrease | -10.63% | -860 shares | -12K | $37.6 | 7.23K |
| Q3 2020 | share | Decrease | -20.13% | -2.04K shares | -71K | $34.57 | 8.09K |
| Q2 2020 | share | Increase | +24.12% | 1.96K shares | -18K | $34.18 | 10.13K |
| Q4 2019 | share | Increase | 0.00% | 8.16K shares | 375K | $44.13 | 8.16K |