U.S. CAPITAL WEALTH ADVISORS, LLC – Schwab U.S. TIPS ETF Transaction History
U.S. CAPITAL WEALTH ADVISORS, LLC portfolio value:
$1.61M
portfolio value
U.S. CAPITAL WEALTH 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 | Decrease | -64.87% | -57.53K shares | -3.33M | $51.8 | 31.15K |
| Q2 2022 | share | Decrease | -10.11% | -9.97K shares | -1.04M | $55.8 | 88.68K |
| Q1 2022 | share | Increase | +51.18% | 33.39K shares | 1.88M | $60.71 | 98.65K |
| Q4 2021 | share | Increase | +22.54% | 12.00K shares | 771K | $62.99 | 65.25K |
| Q3 2021 | share | Increase | 0.00% | 53.25K shares | 3.33M | $61.98 | 53.25K |