MORTON BROWN FAMILY WEALTH, LLC – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
MORTON BROWN FAMILY WEALTH, LLC portfolio value:
$6.99M
portfolio value
MORTON BROWN FAMILY WEALTH, LLC 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 | Decrease | -1.63% | -2.36K shares | -472K | $49.14 | 142.30K |
| Q2 2022 | share | Decrease | -0.82% | -1.2K shares | -302K | $51.6 | 144.66K |
| Q1 2022 | share | Increase | +3.81% | 5.35K shares | -121K | $53.25 | 145.86K |
| Q4 2021 | share | Increase | 0.00% | 140.51K shares | 7.88M | $56.17 | 140.51K |