SCULATI WEALTH MANAGEMENT, LLC – Schwab U.S. REIT ETF Transaction History
SCULATI WEALTH MANAGEMENT, LLC portfolio value:
$1.06M
portfolio value
SCULATI 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 | Decrease | -3.52% | -2.06K shares | -179K | $18.69 | 56.69K |
| Q2 2022 | share | Decrease | -6.30% | -3.95K shares | -322K | $21.09 | 58.76K |
| Q1 2022 | share | Decrease | -3.77% | -2.45K shares | -156K | $24.89 | 62.71K |
| Q4 2021 | share | Decrease | -1.10% | -363 shares | 212K | $52.58 | 32.58K |
| Q3 2021 | share | Decrease | -2.10% | -708 shares | -36K | $45.68 | 32.94K |
| Q2 2021 | share | Decrease | -5.31% | -1.88K shares | 81K | $45.57 | 33.65K |
| Q1 2021 | share | Decrease | -6.00% | -2.26K shares | 24K | $40.72 | 35.54K |
| Q4 2020 | share | Decrease | -3.54% | -1.38K shares | 50K | $37.6 | 37.81K |
| Q3 2020 | share | Decrease | -2.20% | -883 shares | -26K | $34.57 | 39.19K |
| Q2 2020 | share | Increase | +3.57% | 1.38K shares | 145K | $34.18 | 40.08K |
| Q1 2020 | share | Increase | +0.88% | 336 shares | -496K | $31.56 | 38.69K |
| Q4 2019 | share | Increase | 0.00% | 38.36K shares | 1.76M | $44.13 | 38.36K |