PDS PLANNING, INC – The Charles Schwab Corporation Transaction History
PDS PLANNING, INC portfolio value:
$281,000
portfolio value
PDS PLANNING, 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 | +10.40% | 368 shares | 57K | $71.87 | 3.90K |
| Q2 2022 | share | Increase | +7.93% | 260 shares | -52K | $63.18 | 3.53K |
| Q1 2022 | share | Increase | +28.20% | 721 shares | 61K | $84.31 | 3.27K |
| Q4 2021 | share | Increase | 0.00% | 2.55K shares | 215K | $84.48 | 2.55K |