EVERHART FINANCIAL GROUP, INC. – Schwab U.S. REIT ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$242,000
portfolio value
EVERHART FINANCIAL GROUP, INC. 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 | -44.68% | -10.45K shares | -252K | $18.69 | 12.94K |
| Q2 2022 | share | Increase | +144.15% | 13.81K shares | 255K | $21.09 | 23.40K |
| Q1 2022 | share | Increase | +0.91% | 86 shares | -11K | $24.89 | 9.58K |
| Q4 2021 | share | Increase | +98.74% | 4.72K shares | 32K | $52.58 | 9.5K |
| Q3 2021 | share | Increase | +99.54% | 4.76K shares | -2K | $45.68 | 9.56K |
| Q2 2021 | share | Increase | +76.50% | 4.15K shares | -3K | $45.57 | 9.58K |
| Q1 2021 | share | Increase | 0.00% | 10.85K shares | 223K | $40.72 | 10.85K |