WATERFRONT WEALTH INC. – Schwab U.S. REIT ETF Transaction History
WATERFRONT WEALTH INC. portfolio value:
$230,000
portfolio value
WATERFRONT WEALTH INC. 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 | Decrease | -2.80% | -348 shares | -33K | $18.69 | 12.1K |
| Q2 2022 | share | 0.00% | 0 shares | -51K | $21.09 | 12.44K | |
| Q1 2022 | share | Increase | +12.51% | 1.38K shares | 23K | $24.89 | 12.44K |
| Q4 2021 | share | Decrease | -0.23% | -13 shares | 38K | $52.58 | 5.53K |
| Q3 2021 | share | Increase | +0.23% | 13 shares | 0 | $45.68 | 5.54K |
| Q2 2021 | share | 0.00% | 0 shares | 22K | $45.57 | 5.53K | |
| Q1 2021 | share | Increase | 0.00% | 5.53K shares | 231K | $40.72 | 5.53K |