CWS FINANCIAL ADVISORS, LLC – Schwab U.S. TIPS ETF Transaction History
CWS FINANCIAL ADVISORS, LLC portfolio value:
$1.23M
portfolio value
CWS FINANCIAL ADVISORS, 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 | Increase | +0.03% | 8 shares | -94K | $51.8 | 23.75K |
| Q2 2022 | share | Decrease | -0.40% | -95 shares | -123K | $55.8 | 23.75K |
| Q1 2022 | share | Decrease | -12.54% | -3.42K shares | -267K | $60.71 | 23.84K |
| Q4 2021 | share | Increase | +318.95% | 20.75K shares | 1.30M | $62.99 | 27.26K |
| Q2 2021 | share | Increase | 0.00% | 6.50K shares | 407K | $60.85 | 6.50K |