SELECTIVE WEALTH MANAGEMENT, INC. – Schwab U.S. TIPS ETF Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
$586,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.15% | -1.56K shares | -133K | $51.8 | 11.32K |
| Q2 2022 | share | Increase | +38.39% | 3.57K shares | 154K | $55.8 | 12.88K |
| Q1 2022 | share | Increase | +1885.71% | 8.84K shares | 536K | $60.71 | 9.31K |
| Q4 2021 | share | Increase | +0.86% | 4 shares | 0 | $62.99 | 469 |
| Q3 2021 | share | Decrease | -6.44% | -32 shares | -2K | $61.98 | 465 |
| Q2 2021 | share | Decrease | -3.50% | -18 shares | 0 | $60.85 | 497 |
| Q1 2021 | share | Decrease | -14.17% | -85 shares | -6K | $59.02 | 515 |
| Q4 2020 | share | Increase | +0.50% | 3 shares | 0 | $59.91 | 600 |
| Q3 2020 | share | Decrease | -52.51% | -660 shares | -39K | $58.91 | 597 |
| Q2 2020 | share | 0.00% | 0 shares | 4K | $57.27 | 1.25K | |
| Q1 2020 | share | Increase | +8.74% | 101 shares | 7K | $54.88 | 1.25K |
| Q4 2019 | share | Increase | +0.17% | 2 shares | 0 | $54.04 | 1.15K |
| Q3 2019 | share | Increase | 0.00% | 1.15K shares | 65K | $53.67 | 1.15K |