BEAIRD HARRIS WEALTH MANAGEMENT, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
BEAIRD HARRIS WEALTH MANAGEMENT, LLC portfolio value:
$100,000
portfolio value
BEAIRD HARRIS WEALTH MANAGEMENT, LLC 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 | Increase | +3.10% | 62 shares | 2K | $48.26 | 2.06K |
| Q2 2022 | share | Decrease | -0.84% | -17 shares | -2K | $49.19 | 2.00K |
| Q1 2022 | share | Increase | +2.96% | 58 shares | 0 | $49.54 | 2.01K |
| Q4 2021 | share | Increase | 0.00% | 1.96K shares | 100K | $50.85 | 1.96K |