TRADITION WEALTH MANAGEMENT, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
TRADITION WEALTH MANAGEMENT, LLC portfolio value:
$7.13M
portfolio value
TRADITION WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.04% | 8.41K shares | 277K | $48.26 | 147.79K |
| Q2 2022 | share | Increase | +42.91% | 41.84K shares | 2.02M | $49.19 | 139.38K |
| Q1 2022 | share | Increase | +44.79% | 30.17K shares | 1.40M | $49.54 | 97.53K |
| Q4 2021 | share | Decrease | -5.14% | -3.64K shares | -210K | $50.85 | 67.36K |
| Q3 2021 | share | Increase | +7.42% | 4.90K shares | 249K | $51.15 | 71.00K |
| Q2 2021 | share | Decrease | -21.19% | -17.77K shares | -918K | $51.13 | 66.10K |
| Q1 2021 | share | Increase | +35.09% | 21.78K shares | 1.11M | $51.17 | 83.88K |
| Q4 2020 | share | Increase | 0.00% | 62.09K shares | 3.19M | $51.19 | 62.09K |