1900 WEALTH MANAGEMENT LLC – Schwab U.S. REIT ETF Transaction History
1900 WEALTH MANAGEMENT LLC portfolio value:
$378,000
portfolio value
1900 WEALTH MANAGEMENT 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 | Decrease | -18.36% | -4.54K shares | -144K | $18.69 | 20.20K |
| Q2 2022 | share | Increase | +100.23% | 12.38K shares | 215K | $21.09 | 24.74K |
| Q1 2022 | share | Increase | +37.31% | 3.35K shares | 70K | $24.89 | 12.35K |
| Q4 2021 | share | Decrease | -81.74% | -20.14K shares | -889K | $52.58 | 4.5K |
| Q3 2021 | share | Increase | 0.00% | 24.64K shares | 1.12M | $45.68 | 24.64K |