BOSTON FINANCIAL MANGEMENT LLC – The Charles Schwab Corporation Transaction History
BOSTON FINANCIAL MANGEMENT LLC portfolio value:
$620,000
portfolio value
BOSTON FINANCIAL MANGEMENT LLC 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 | Decrease | -0.16% | -14 shares | 74K | $71.87 | 8.62K |
| Q2 2022 | share | Increase | +1.81% | 154 shares | -170K | $63.18 | 8.64K |
| Q1 2022 | share | Increase | +5.40% | 435 shares | 39K | $84.31 | 8.48K |
| Q4 2021 | share | 0.00% | 0 shares | 90K | $84.48 | 8.05K | |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $72.68 | 8.05K | |
| Q2 2021 | share | 0.00% | 0 shares | 61K | $72.48 | 8.05K | |
| Q1 2021 | share | Decrease | -9.55% | -850 shares | 53K | $64.71 | 8.05K |
| Q4 2020 | share | 0.00% | 0 shares | 149K | $52.49 | 8.90K | |
| Q3 2020 | share | 0.00% | 0 shares | 23K | $35.71 | 8.90K | |
| Q2 2020 | share | 0.00% | 0 shares | 1K | $33.08 | 8.90K | |
| Q1 2020 | share | Increase | 0.00% | 8.90K shares | 299K | $32.79 | 8.90K |