FORTRESS WEALTH MANAGEMENT, INC. – Schwab U.S. REIT ETF Transaction History
FORTRESS WEALTH MANAGEMENT, INC. portfolio value:
$865,000
portfolio value
FORTRESS WEALTH MANAGEMENT, 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 | -26.68% | -16.84K shares | -467K | $18.69 | 46.29K |
| Q2 2022 | share | Decrease | -54.75% | -76.38K shares | -2.14M | $21.09 | 63.14K |
| Q1 2022 | share | Increase | +2.43% | 3.31K shares | -116K | $24.89 | 139.52K |
| Q4 2021 | share | Increase | 0.00% | 136.21K shares | 3.58M | $52.58 | 136.21K |