HILLCREST WEALTH ADVISORS - NY, LLC – Schwab U.S. REIT ETF Transaction History
HILLCREST WEALTH ADVISORS - NY, LLC portfolio value:
$485,000
portfolio value
HILLCREST WEALTH ADVISORS - NY, 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 | +76.36% | 11.22K shares | 175K | $18.69 | 25.92K |
| Q2 2022 | share | Increase | 0.00% | 14.7K shares | 310K | $21.09 | 14.7K |