FOSTER VICTOR WEALTH ADVISORS, LLC – Schwab U.S. REIT ETF Transaction History
FOSTER VICTOR WEALTH ADVISORS, LLC portfolio value:
$256,000
portfolio value
FOSTER VICTOR 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 | +4.39% | 585 shares | -29K | $18.69 | 13.92K |
| Q2 2022 | share | Decrease | -1.29% | -174 shares | -60K | $21.09 | 13.33K |
| Q1 2022 | share | Decrease | -1.75% | -241 shares | -1K | $24.89 | 13.51K |
| Q4 2021 | share | Increase | +73.40% | 5.82K shares | -16K | $52.58 | 13.75K |
| Q3 2021 | share | Increase | +91.57% | 7.58K shares | -17K | $45.68 | 15.86K |
| Q2 2021 | share | Increase | +90.87% | 7.88K shares | 10K | $45.57 | 16.56K |
| Q1 2021 | share | Increase | +106.23% | 8.93K shares | 50K | $40.72 | 17.35K |
| Q4 2020 | share | Increase | +108.76% | 8.76K shares | 34K | $37.6 | 16.82K |
| Q3 2020 | share | Increase | +115.45% | 8.63K shares | 21K | $34.57 | 16.12K |
| Q2 2020 | share | Increase | +114.94% | 8.00K shares | 35K | $34.18 | 14.96K |
| Q1 2020 | share | Increase | +97.34% | 6.86K shares | -91K | $31.56 | 13.92K |
| Q4 2019 | share | Increase | +115.25% | 7.55K shares | 11K | $44.13 | 14.11K |
| Q3 2019 | share | Increase | +96.08% | 6.42K shares | 3K | $44.74 | 13.11K |
| Q2 2019 | share | Increase | +75.98% | 5.77K shares | -32K | $41.87 | 13.37K |
| Q1 2019 | share | Increase | +110.55% | 7.98K shares | 60K | $41.55 | 15.20K |
| Q4 2018 | share | Increase | 0.00% | 14.44K shares | 278K | $35.91 | 14.44K |