TRADITION WEALTH MANAGEMENT, LLC – Schwab U.S. REIT ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$564,000
portfolio value
TRADITION 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 | -3.94% | -1.23K shares | -98K | $18.69 | 30.16K |
| Q2 2022 | share | Increase | +3.63% | 1.10K shares | -92K | $21.09 | 31.39K |
| Q1 2022 | share | Increase | +6.37% | 1.81K shares | 4K | $24.89 | 30.29K |
| Q4 2021 | share | Decrease | -12.33% | -2.00K shares | 8K | $52.58 | 14.24K |
| Q3 2021 | share | Increase | +0.41% | 67 shares | 1K | $45.68 | 16.24K |
| Q2 2021 | share | Decrease | -2.58% | -429 shares | 59K | $45.57 | 16.17K |
| Q1 2021 | share | Decrease | -1.49% | -252 shares | 42K | $40.72 | 16.60K |
| Q4 2020 | share | Increase | 0.00% | 16.85K shares | 640K | $37.6 | 16.85K |