MORTON BROWN FAMILY WEALTH, LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
MORTON BROWN FAMILY WEALTH, LLC portfolio value:
$572,000
portfolio value
MORTON BROWN FAMILY WEALTH, 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 | Decrease | -11.81% | -1.58K shares | -89K | $48.26 | 11.85K |
| Q2 2022 | share | Increase | +14.42% | 1.69K shares | 79K | $49.19 | 13.44K |
| Q1 2022 | share | Decrease | -32.87% | -5.75K shares | -308K | $49.54 | 11.74K |
| Q4 2021 | share | Increase | 0.00% | 17.5K shares | 890K | $50.85 | 17.5K |