BEACON FINANCIAL ADVISORY LLC – Schwab U.S. TIPS ETF Transaction History
BEACON FINANCIAL ADVISORY LLC portfolio value:
$221,000
portfolio value
BEACON FINANCIAL ADVISORY LLC 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 | -13.27% | -653 shares | -54K | $51.8 | 4.26K |
| Q2 2022 | share | Increase | +32.70% | 1.21K shares | 50K | $55.8 | 4.92K |
| Q1 2022 | share | Decrease | -37.54% | -2.22K shares | -148K | $60.71 | 3.70K |
| Q4 2021 | share | Increase | 0.00% | 5.93K shares | 373K | $62.99 | 5.93K |