PEAK FINANCIAL ADVISORS LLC – Schwab U.S. TIPS ETF Transaction History
PEAK FINANCIAL ADVISORS LLC portfolio value:
$290,000
portfolio value
PEAK FINANCIAL 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 | Increase | +0.61% | 34 shares | -20K | $51.8 | 5.59K |
| Q2 2022 | share | Increase | +27.57% | 1.20K shares | 46K | $55.8 | 5.55K |
| Q1 2022 | share | Decrease | -96.96% | -138.7K shares | -8.73M | $60.71 | 4.35K |
| Q4 2021 | share | Decrease | -9.16% | -14.42K shares | -858K | $62.99 | 143.05K |
| Q3 2021 | share | Increase | 0.00% | 157.48K shares | 9.85M | $61.98 | 157.48K |