DISCIPLINED INVESTMENTS, LLC – Schwab U.S. REIT ETF Transaction History
DISCIPLINED INVESTMENTS, LLC portfolio value:
$77,000
portfolio value
DISCIPLINED INVESTMENTS, 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 | Increase | +5.75% | 223 shares | -5K | $18.69 | 4.09K |
| Q2 2022 | share | Increase | +0.05% | 2 shares | -14K | $21.09 | 3.87K |
| Q1 2022 | share | Decrease | -0.03% | -1 shares | -6K | $24.89 | 3.87K |
| Q4 2021 | share | Decrease | -0.97% | -19 shares | 13K | $52.58 | 1.93K |
| Q3 2021 | share | Decrease | -3.36% | -68 shares | -4K | $45.68 | 1.95K |
| Q2 2021 | share | Decrease | -14.31% | -338 shares | -4K | $45.57 | 2.02K |
| Q1 2021 | share | Increase | +1.16% | 27 shares | 8K | $40.72 | 2.36K |
| Q4 2020 | share | Decrease | -21.88% | -654 shares | -17K | $37.6 | 2.33K |
| Q3 2020 | share | Increase | +0.17% | 5 shares | 1K | $34.57 | 2.98K |
| Q2 2020 | share | Decrease | -0.90% | -27 shares | 6K | $34.18 | 2.98K |
| Q1 2020 | share | Increase | +9.21% | 254 shares | -28K | $31.56 | 3.01K |
| Q4 2019 | share | Increase | 0.00% | 2.75K shares | 127K | $44.13 | 2.75K |