WT WEALTH MANAGEMENT – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$1.7M
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
-4.77%
quarter
Schwab Intermediate-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -55.05% | -42.36K shares | -2.27M | $49.14 | 34.59K |
| Q2 2022 | share | Decrease | -28.76% | -31.06K shares | -1.78M | $51.6 | 76.96K |
| Q1 2022 | share | Increase | +29.09% | 24.34K shares | 1.05M | $53.25 | 108.03K |
| Q4 2021 | share | Decrease | -23.27% | -25.38K shares | -1.48M | $56.17 | 83.68K |
| Q3 2021 | share | Increase | +15.63% | 14.74K shares | 821K | $56.57 | 109.06K |
| Q2 2021 | share | Increase | +0.78% | 733 shares | 85K | $56.6 | 94.32K |
| Q1 2021 | share | Increase | +160.27% | 57.63K shares | 3.18M | $55.99 | 93.59K |
| Q4 2020 | share | Increase | +8.69% | 2.87K shares | 152K | $57.69 | 35.95K |
| Q3 2020 | share | Increase | +88.48% | 15.53K shares | 910K | $57.93 | 33.08K |
| Q2 2020 | share | Decrease | -53.08% | -19.85K shares | -1.16M | $57.78 | 17.55K |
| Q1 2020 | share | Increase | +0.57% | 212 shares | 156K | $57.51 | 37.41K |
| Q4 2019 | share | Increase | +10.09% | 3.40K shares | 166K | $53.56 | 37.2K |
| Q3 2019 | share | Increase | 0.00% | 33.79K shares | 1.87M | $53.78 | 33.79K |