CLEARVIEW WEALTH ADVISORS LLC – Schwab U.S. TIPS ETF Transaction History
CLEARVIEW WEALTH ADVISORS LLC portfolio value:
$2.67M
portfolio value
CLEARVIEW WEALTH ADVISORS 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 | -25.51% | -17.66K shares | -1.19M | $51.8 | 51.59K |
| Q2 2022 | share | Increase | +32.20% | 16.86K shares | 684K | $55.8 | 69.25K |
| Q1 2022 | share | Decrease | -29.95% | -22.39K shares | -1.52M | $60.71 | 52.38K |
| Q4 2021 | share | Increase | +135.17% | 42.98K shares | 2.71M | $62.99 | 74.78K |
| Q3 2021 | share | Increase | +826.54% | 28.36K shares | 1.77M | $61.98 | 31.79K |
| Q2 2021 | share | Increase | +38.50% | 954 shares | 63K | $60.85 | 3.43K |
| Q1 2021 | share | Increase | 0.00% | 2.47K shares | 152K | $59.02 | 2.47K |