LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. TIPS ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$1.05M
portfolio value
LAIDLAW WEALTH MANAGEMENT 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 | -0.47% | -96 shares | -86K | $51.8 | 20.30K |
| Q2 2022 | share | Decrease | -0.56% | -114 shares | -107K | $55.8 | 20.39K |
| Q1 2022 | share | Increase | +33.32% | 5.12K shares | 277K | $60.71 | 20.51K |
| Q4 2021 | share | Increase | 0.00% | 15.38K shares | 968K | $62.99 | 15.38K |
| Q1 2021 | share | Decrease | -100.00% | -6.55K shares | -407K | $59.02 | 0 |
| Q4 2020 | share | Increase | +100.86% | 3.28K shares | 206K | $59.91 | 6.55K |
| Q3 2020 | share | Increase | 0.00% | 3.26K shares | 201K | $58.91 | 3.26K |