WT WEALTH MANAGEMENT – Schwab U.S. REIT ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$2.14M
portfolio value
WT WEALTH MANAGEMENT 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 | -7.58% | -9.43K shares | -475K | $18.69 | 114.97K |
| Q2 2022 | share | Decrease | -21.57% | -34.21K shares | -1.32M | $21.09 | 124.40K |
| Q1 2022 | share | Increase | +5.41% | 8.13K shares | -17K | $24.89 | 158.62K |
| Q4 2021 | share | Decrease | -2.45% | -1.88K shares | 442K | $52.58 | 75.24K |
| Q3 2021 | share | Increase | +2.63% | 1.97K shares | 82K | $45.68 | 77.13K |
| Q2 2021 | share | Increase | +3.45% | 2.50K shares | 456K | $45.57 | 75.15K |
| Q1 2021 | share | Increase | +17.59% | 10.86K shares | 640K | $40.72 | 72.65K |
| Q4 2020 | share | Decrease | -2.68% | -1.70K shares | 100K | $37.6 | 61.78K |
| Q3 2020 | share | Decrease | -3.93% | -2.59K shares | -82K | $34.57 | 63.48K |
| Q2 2020 | share | Increase | +13.66% | 7.94K shares | 424K | $34.18 | 66.08K |
| Q1 2020 | share | Decrease | -3.09% | -1.85K shares | -854K | $31.56 | 58.14K |
| Q4 2019 | share | Increase | +7.95% | 4.42K shares | 136K | $44.13 | 59.99K |
| Q3 2019 | share | Increase | 0.00% | 55.57K shares | 2.62M | $44.74 | 55.57K |