CONCORD WEALTH PARTNERS – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
CONCORD WEALTH PARTNERS portfolio value:
$3.93M
portfolio value
CONCORD WEALTH PARTNERS quarter portfolio value change:
-4.77%
quarter
Schwab Intermediate-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.79% | -7.70K shares | -595K | $49.14 | 80.00K |
| Q2 2022 | share | Decrease | -4.51% | -4.13K shares | -365K | $51.6 | 87.71K |
| Q1 2022 | share | Decrease | -53.47% | -105.56K shares | -6.19M | $53.25 | 91.85K |
| Q4 2021 | share | Increase | 0.00% | 197.41K shares | 11.08M | $56.17 | 197.41K |