LEVEL FINANCIAL ADVISORS, INC. – Schwab U.S. REIT ETF Transaction History
LEVEL FINANCIAL ADVISORS, INC. portfolio value:
$8,000
portfolio value
LEVEL FINANCIAL ADVISORS, 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 | -51.25% | -432 shares | -10K | $18.69 | 411 |
| Q2 2022 | share | Decrease | -2.43% | -21 shares | -4K | $21.09 | 843 |
| Q1 2022 | share | Decrease | -38.11% | -532 shares | -15K | $24.89 | 864 |
| Q4 2021 | share | Increase | 0.00% | 1.39K shares | 37K | $52.58 | 1.39K |