BCS WEALTH MANAGEMENT – Schwab Short-Term U.S. Treasury ETF Transaction History
BCS WEALTH MANAGEMENT portfolio value:
$370,000
portfolio value
BCS WEALTH MANAGEMENT quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Decrease | -3.42% | -272 shares | -21K | $48.26 | 7.67K |
Q2 2022 | share | Decrease | -1.71% | -138 shares | -10K | $49.19 | 7.94K |
Q1 2022 | share | Decrease | -8.59% | -760 shares | -49K | $49.54 | 8.08K |
Q4 2021 | share | Increase | +44.88% | 2.74K shares | 137K | $50.85 | 8.84K |
Q3 2021 | share | Increase | +6.14% | 353 shares | 18K | $51.15 | 6.10K |
Q2 2021 | share | Increase | +0.12% | 7 shares | 0 | $51.13 | 5.75K |
Q1 2021 | share | 0.00% | 0 shares | 0 | $51.17 | 5.74K | |
Q4 2020 | share | 0.00% | 0 shares | -1K | $51.19 | 5.74K | |
Q3 2020 | share | Decrease | -0.61% | -35 shares | -2K | $51.16 | 5.74K |
Q2 2020 | share | Increase | +14.07% | 713 shares | 36K | $51.14 | 5.78K |
Q1 2020 | share | Decrease | -77.43% | -17.38K shares | -871K | $51.04 | 5.06K |
Q4 2019 | share | Increase | 0.00% | 22.45K shares | 1.13M | $49.65 | 22.45K |