INDEPENDENT WEALTH NETWORK INC. – Schwab Short-Term U.S. Treasury ETF Transaction History
INDEPENDENT WEALTH NETWORK INC. portfolio value:
$697,000
portfolio value
INDEPENDENT WEALTH NETWORK INC. 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 | Decrease | -2.93% | -436 shares | -35K | $48.26 | 14.43K |
Q2 2022 | share | Increase | +78.92% | 6.56K shares | 320K | $49.19 | 14.87K |
Q1 2022 | share | Decrease | -10.44% | -969 shares | -60K | $49.54 | 8.31K |
Q4 2021 | share | Increase | +0.05% | 5 shares | -1K | $50.85 | 9.28K |
Q3 2021 | share | Increase | 0.00% | 9.27K shares | 473K | $51.15 | 9.27K |