LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. REIT ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$401,000
portfolio value
LAIDLAW 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 | Increase | +4.15% | 855 shares | -34K | $18.69 | 21.45K |
| Q2 2022 | share | Decrease | -1.16% | -242 shares | -84K | $21.09 | 20.60K |
| Q1 2022 | share | Increase | +0.01% | 2 shares | -30K | $24.89 | 20.84K |
| Q4 2021 | share | Increase | 0.00% | 10.42K shares | 549K | $52.58 | 10.42K |
| Q1 2021 | share | Decrease | -100.00% | -5.76K shares | -219K | $40.72 | 0 |
| Q4 2020 | share | Increase | 0.00% | 5.76K shares | 219K | $37.6 | 5.76K |