HHM WEALTH ADVISORS, LLC – Schwab U.S. REIT ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$855,000
portfolio value
HHM 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 | +0.19% | 86 shares | -108K | $18.69 | 45.75K |
| Q2 2022 | share | Increase | +0.46% | 210 shares | -168K | $21.09 | 45.66K |
| Q1 2022 | share | Increase | +6.71% | 2.85K shares | 9K | $24.89 | 45.45K |
| Q4 2021 | share | Increase | +1.12% | 235 shares | 160K | $52.58 | 21.29K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $45.68 | 21.06K | |
| Q2 2021 | share | Decrease | -1.57% | -335 shares | 86K | $45.57 | 21.06K |
| Q1 2021 | share | Increase | +4.14% | 850 shares | 99K | $40.72 | 21.39K |
| Q4 2020 | share | Decrease | -4.64% | -1K shares | 18K | $37.6 | 20.54K |
| Q3 2020 | share | Increase | +1.36% | 290 shares | 13K | $34.57 | 21.54K |
| Q2 2020 | share | Decrease | -4.19% | -930 shares | 23K | $34.18 | 21.25K |
| Q1 2020 | share | Decrease | -3.67% | -845 shares | -332K | $31.56 | 22.18K |
| Q4 2019 | share | Increase | +7.59% | 1.62K shares | 48K | $44.13 | 23.03K |
| Q3 2019 | share | Decrease | -10.87% | -2.61K shares | -57K | $44.74 | 21.40K |
| Q2 2019 | share | Decrease | -0.52% | -125 shares | -6K | $41.87 | 24.01K |
| Q1 2019 | share | Decrease | -11.37% | -3.09K shares | 24K | $41.55 | 24.14K |
| Q4 2018 | share | Increase | 0.00% | 27.24K shares | 1.04M | $35.91 | 27.24K |