FIRSTPURPOSE WEALTH LLC – Schwab Intermediate-Term U.S. Treasury ETF Transaction History
FIRSTPURPOSE WEALTH LLC portfolio value:
$398,000
portfolio value
FIRSTPURPOSE 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 | -2.14% | -177 shares | -29K | $49.14 | 8.09K |
| Q2 2022 | share | Decrease | -26.14% | -2.92K shares | -170K | $51.6 | 8.27K |
| Q1 2022 | share | Increase | +34.94% | 2.90K shares | 131K | $53.25 | 11.20K |
| Q4 2021 | share | Increase | 0.00% | 8.30K shares | 466K | $56.17 | 8.30K |