ALTFEST L J & CO INC – The Charles Schwab Corporation Transaction History
ALTFEST L J & CO INC portfolio value:
$725,000
portfolio value
ALTFEST L J & CO INC quarter portfolio value change:
+13.75%
quarter
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +99.78% | 5.03K shares | 406K | $71.87 | 10.08K |
| Q2 2022 | share | Increase | 0.00% | 5.05K shares | 319K | $63.18 | 5.05K |
| Q1 2021 | share | Decrease | -100.00% | -6.59K shares | -350K | $64.71 | 0 |
| Q4 2020 | share | Decrease | -82.41% | -30.87K shares | -1.00M | $52.49 | 6.59K |
| Q3 2020 | share | Increase | +32.17% | 9.11K shares | 401K | $35.71 | 37.46K |
| Q2 2020 | share | Increase | +121.25% | 15.53K shares | 525K | $33.08 | 28.34K |
| Q1 2020 | share | Increase | 0.00% | 12.81K shares | 431K | $32.79 | 12.81K |
| Q1 2018 | share | Decrease | -100.00% | -5K shares | -257K | $49.59 | 0 |
| Q4 2017 | share | Increase | 0.00% | 5K shares | 257K | $48.69 | 5K |