KATHLEEN S. WRIGHT ASSOCIATES INC. – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
KATHLEEN S. WRIGHT ASSOCIATES INC. portfolio value:
$423,000
portfolio value
KATHLEEN S. WRIGHT ASSOCIATES INC. quarter portfolio value change:
-4.77%
quarter
Schwab Intermediate-Term U.S. Treasury ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +61.10% | 3.26K shares | 148K | $49.14 | 8.59K |
Q2 2022 | share | Increase | +126.34% | 2.97K shares | 149K | $51.6 | 5.33K |
Q1 2022 | share | Increase | +237.34% | 1.65K shares | 87K | $53.25 | 2.35K |
Q4 2021 | share | Increase | 0.00% | 699 shares | 39K | $56.17 | 699 |