HERITAGE WEALTH MANAGEMENT, LLC – Schwab U.S. TIPS ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$217,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.17%
quarter
Schwab U.S. TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -25.81% | -1.46K shares | -98.59K | $51.8 | 4.19K |
| Q2 2022 | share | Increase | +1.64% | 91 shares | -22.40K | $55.8 | 5.65K |
| Q1 2022 | share | Increase | +469.60% | 4.58K shares | 277K | $60.71 | 5.56K |
| Q3 2021 | share | Increase | +757.02% | 863 shares | 54K | $61.98 | 977 |
| Q2 2021 | share | Increase | 0.00% | 114 shares | 7K | $60.85 | 114 |