BCS WEALTH MANAGEMENT – Schwab U.S. REIT ETF Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$1.10M
portfolio value
BCS 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 | Increase | +0.56% | 330 shares | -135K | $18.69 | 59.14K |
| Q2 2022 | share | Increase | +4.88% | 2.73K shares | -156K | $21.09 | 58.81K |
| Q1 2022 | share | Decrease | -15.68% | -10.42K shares | -356K | $24.89 | 56.08K |
| Q4 2021 | share | Increase | +15.68% | 4.50K shares | 439K | $52.58 | 33.25K |
| Q3 2021 | share | Increase | +1.44% | 409 shares | 15K | $45.68 | 28.74K |
| Q2 2021 | share | Increase | +4.34% | 1.17K shares | 182K | $45.57 | 28.33K |
| Q1 2021 | share | Increase | +7.60% | 1.91K shares | 158K | $40.72 | 27.15K |
| Q4 2020 | share | Increase | +9.05% | 2.09K shares | 139K | $37.6 | 25.24K |
| Q3 2020 | share | Increase | +0.98% | 225 shares | 12K | $34.57 | 23.14K |
| Q2 2020 | share | Increase | +3.89% | 858 shares | 85K | $34.18 | 22.92K |
| Q1 2020 | share | Increase | +19.76% | 3.64K shares | -125K | $31.56 | 22.06K |
| Q4 2019 | share | Increase | 0.00% | 18.42K shares | 847K | $44.13 | 18.42K |