WALKNER CONDON FINANCIAL ADVISORS LLC – Schwab U.S. REIT ETF Transaction History
WALKNER CONDON FINANCIAL ADVISORS LLC portfolio value:
$796,000
portfolio value
WALKNER CONDON FINANCIAL ADVISORS 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 | +2.86% | 1.18K shares | -78K | $18.69 | 42.60K |
| Q2 2022 | share | Increase | +22.52% | 7.61K shares | 32K | $21.09 | 41.41K |
| Q1 2022 | share | Decrease | -13.13% | -5.10K shares | -183K | $24.89 | 33.80K |
| Q4 2021 | share | Decrease | -1.44% | -285 shares | 125K | $52.58 | 19.45K |
| Q3 2021 | share | Increase | +1.03% | 201 shares | 6K | $45.68 | 19.74K |
| Q2 2021 | share | Decrease | -0.51% | -101 shares | 87K | $45.57 | 19.54K |
| Q1 2021 | share | Increase | +3.35% | 636 shares | 85K | $40.72 | 19.64K |
| Q4 2020 | share | Increase | +24.78% | 3.77K shares | 183K | $37.6 | 19.00K |
| Q3 2020 | share | Increase | 0.00% | 15.23K shares | 539K | $34.57 | 15.23K |