CYPRESS POINT WEALTH MANAGEMENT, LLC – Schwab U.S. REIT ETF Transaction History
CYPRESS POINT WEALTH MANAGEMENT, LLC portfolio value:
$3.27M
portfolio value
CYPRESS POINT WEALTH MANAGEMENT, 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 | Decrease | -1.41% | -2.50K shares | -474K | $18.69 | 175.34K |
| Q2 2022 | share | Increase | +5.39% | 9.09K shares | -449K | $21.09 | 177.85K |
| Q1 2022 | share | Increase | +7.00% | 11.04K shares | 45K | $24.89 | 168.75K |
| Q4 2021 | share | Increase | +3.04% | 2.32K shares | 659K | $52.58 | 78.85K |
| Q3 2021 | share | Increase | +6.58% | 4.72K shares | 208K | $45.68 | 76.53K |
| Q2 2021 | share | Increase | +2.58% | 1.80K shares | 412K | $45.57 | 71.80K |
| Q1 2021 | share | Increase | +11.89% | 7.43K shares | 500K | $40.72 | 70.00K |
| Q4 2020 | share | Increase | 0.00% | 62.56K shares | 2.37M | $37.6 | 62.56K |