SIGMA INVESTMENT COUNSELORS INC – The Charles Schwab Corporation Transaction History
SIGMA INVESTMENT COUNSELORS INC portfolio value:
$257,000
portfolio value
SIGMA INVESTMENT COUNSELORS 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 | 0.00% | 0 shares | 31K | $71.87 | 3.57K | |
| Q2 2022 | share | 0.00% | 0 shares | -75K | $63.18 | 3.57K | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $84.31 | 3.57K | |
| Q4 2021 | share | 0.00% | 0 shares | 41K | $84.48 | 3.57K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 3.57K | |
| Q2 2021 | share | 0.00% | 0 shares | 27K | $72.48 | 3.57K | |
| Q1 2021 | share | Increase | 0.00% | 3.57K shares | 233K | $64.71 | 3.57K |
| Q4 2018 | share | Decrease | -100.00% | -4.67K shares | -230K | $39.72 | 0 |
| Q3 2018 | share | Decrease | -1.18% | -56 shares | -12K | $46.88 | 4.67K |
| Q2 2018 | share | Decrease | -0.06% | -3 shares | -5K | $48.61 | 4.73K |
| Q1 2018 | share | Increase | +1.20% | 56 shares | 7K | $49.59 | 4.73K |
| Q4 2017 | share | Increase | +0.06% | 3 shares | 36K | $48.69 | 4.67K |
| Q3 2017 | share | 0.00% | 0 shares | 3K | $41.38 | 4.67K | |
| Q2 2017 | share | Increase | 0.00% | 4.67K shares | 201K | $40.57 | 4.67K |