DESTINY WEALTH PARTNERS, LLC – Schwab U.S. TIPS ETF Transaction History
DESTINY WEALTH PARTNERS, LLC portfolio value:
$502,000
portfolio value
DESTINY WEALTH PARTNERS, 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 | 0.00% | 0 shares | -39K | $51.8 | 9.69K | |
| Q2 2022 | share | Decrease | -4.70% | -478 shares | -76K | $55.8 | 9.69K |
| Q1 2022 | share | Decrease | -2.68% | -280 shares | -40K | $60.71 | 10.17K |
| Q4 2021 | share | Decrease | -0.19% | -20 shares | 2K | $62.99 | 10.45K |
| Q3 2021 | share | Increase | 0.00% | 10.47K shares | 655K | $61.98 | 10.47K |
| Q2 2021 | share | Increase | +0.51% | 270 shares | 89K | $60.85 | 53.70K |
| Q1 2021 | share | Decrease | -80.90% | -226.39K shares | -14.10M | $59.02 | 53.43K |
| Q4 2020 | share | Increase | 0.00% | 279.82K shares | 17.37M | $59.91 | 279.82K |