TRUEWEALTH ADVISORS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$223,000
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.41% | 20 shares | -12K | $45.31 | 4.93K |
| Q2 2022 | share | Decrease | -56.20% | -6.30K shares | -369K | $47.87 | 4.91K |
| Q1 2022 | share | Decrease | -100.00% | -11.21K shares | -604K | $50.57 | 0 |
| Q4 2021 | share | Decrease | -2.96% | -342 shares | -23K | $53.88 | 11.21K |
| Q3 2021 | share | Increase | +0.15% | 17 shares | -3K | $53.98 | 11.55K |
| Q2 2021 | share | Decrease | -0.71% | -82 shares | -1K | $54.03 | 11.53K |
| Q1 2021 | share | Decrease | -0.62% | -72 shares | -17K | $53.1 | 11.61K |
| Q4 2020 | share | Increase | 0.00% | 11.69K shares | 648K | $54.94 | 11.69K |