IFG ADVISORS, LLC – Schwab U.S. REIT ETF Transaction History
IFG ADVISORS, LLC portfolio value:
$1.32M
portfolio value
IFG 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 | +0.28% | 195 shares | -165K | $18.69 | 70.66K |
| Q2 2022 | share | Decrease | -2.69% | -1.94K shares | -316K | $21.09 | 70.47K |
| Q1 2022 | share | Decrease | -100.00% | -74.50K shares | -1.96M | $24.89 | 0 |
| Q4 2021 | share | Increase | +1.12% | 414 shares | 280K | $52.58 | 37.25K |
| Q3 2021 | share | Increase | +8.42% | 2.86K shares | 127K | $45.68 | 36.84K |
| Q2 2021 | share | Increase | +11.28% | 3.44K shares | 301K | $45.57 | 33.97K |
| Q1 2021 | share | Increase | +11.34% | 3.11K shares | 214K | $40.72 | 30.53K |
| Q4 2020 | share | Increase | +6.04% | 1.56K shares | 131K | $37.6 | 27.42K |
| Q3 2020 | share | Increase | +23.61% | 4.93K shares | 173K | $34.57 | 25.86K |
| Q2 2020 | share | Increase | +5.52% | 1.09K shares | 88K | $34.18 | 20.92K |
| Q1 2020 | share | Increase | +3.17% | 609 shares | -234K | $31.56 | 19.82K |
| Q4 2019 | share | Increase | +5.95% | 1.08K shares | 27K | $44.13 | 19.21K |
| Q3 2019 | share | Increase | 0.00% | 18.13K shares | 856K | $44.74 | 18.13K |