MATTERN WEALTH MANAGEMENT LLC – Schwab U.S. TIPS ETF Transaction History
MATTERN WEALTH MANAGEMENT LLC portfolio value:
$875,000
portfolio value
MATTERN 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 | 0.00% | 0 shares | -68K | $51.8 | 16.9K | |
Q2 2022 | share | 0.00% | 0 shares | -83K | $55.8 | 16.9K | |
Q1 2022 | share | Increase | +6.29% | 1K shares | 26K | $60.71 | 16.9K |
Q4 2021 | share | Increase | 0.00% | 15.9K shares | 1M | $62.99 | 15.9K |