WT WEALTH MANAGEMENT – Schwab U.S. TIPS ETF Transaction History
WT WEALTH MANAGEMENT portfolio value:
$471,000
portfolio value
WT WEALTH MANAGEMENT quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -24.12% | -2.89K shares | -197K | $51.8 | 9.09K |
| Q2 2022 | share | Increase | +6.29% | 709 shares | -16K | $55.8 | 11.98K |
| Q1 2022 | share | Increase | +35.49% | 2.95K shares | 161K | $60.71 | 11.27K |
| Q4 2021 | share | Decrease | -19.76% | -2.04K shares | -126K | $62.99 | 8.31K |
| Q3 2021 | share | Decrease | -1.46% | -154 shares | -9K | $61.98 | 10.36K |
| Q2 2021 | share | Increase | +3.84% | 389 shares | 38K | $60.85 | 10.52K |
| Q1 2021 | share | Decrease | -63.23% | -17.42K shares | -1.09M | $59.02 | 10.13K |
| Q4 2020 | share | Increase | +0.85% | 231 shares | 26K | $59.91 | 27.55K |
| Q3 2020 | share | Increase | +419.68% | 22.06K shares | 1.36M | $58.91 | 27.32K |
| Q2 2020 | share | Decrease | -22.09% | -1.49K shares | -73K | $57.27 | 5.25K |
| Q1 2020 | share | Decrease | -9.35% | -696 shares | -33K | $54.88 | 6.74K |
| Q4 2019 | share | Increase | +0.59% | 44 shares | 1K | $54.04 | 7.44K |
| Q3 2019 | share | Increase | 0.00% | 7.40K shares | 420K | $53.67 | 7.40K |