OCTAVIA WEALTH ADVISORS, LLC – Schwab U.S. TIPS ETF Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$511,000
portfolio value
OCTAVIA 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 | -7.93% | -850 shares | -86K | $51.8 | 9.86K |
| Q2 2022 | share | Decrease | -90.85% | -106.34K shares | -6.51M | $55.8 | 10.71K |
| Q1 2022 | share | Increase | +1.84% | 2.11K shares | -122K | $60.71 | 117.06K |
| Q4 2021 | share | Increase | +17.10% | 16.78K shares | 1.09M | $62.99 | 114.94K |
| Q3 2021 | share | Increase | 0.00% | 98.16K shares | 6.13M | $61.98 | 98.16K |