FIRSTPURPOSE WEALTH LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
FIRSTPURPOSE WEALTH LLC portfolio value:
$510,000
portfolio value
FIRSTPURPOSE 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 | -1.87% | -202 shares | -20K | $48.26 | 10.57K |
| Q2 2022 | share | Decrease | -24.30% | -3.46K shares | -175K | $49.19 | 10.77K |
| Q1 2022 | share | Increase | +54.99% | 5.05K shares | 238K | $49.54 | 14.23K |
| Q4 2021 | share | Increase | 0.00% | 9.18K shares | 467K | $50.85 | 9.18K |