BRAGG FINANCIAL ADVISORS, INC – The Charles Schwab Corporation Transaction History
BRAGG FINANCIAL ADVISORS, INC portfolio value:
$530,000
portfolio value
BRAGG FINANCIAL ADVISORS, 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 | Decrease | -4.38% | -338 shares | 43K | $71.87 | 7.37K |
| Q2 2022 | share | 0.00% | 0 shares | -163K | $63.18 | 7.70K | |
| Q1 2022 | share | Increase | +0.72% | 55 shares | 92K | $84.31 | 7.70K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $84.48 | 7.65K | |
| Q3 2021 | share | Increase | +0.43% | 33 shares | 3K | $72.68 | 7.65K |
| Q2 2021 | share | Decrease | -0.72% | -55 shares | 55K | $72.48 | 7.62K |
| Q1 2021 | share | Increase | +0.33% | 25 shares | 94K | $64.71 | 7.67K |
| Q4 2020 | share | Decrease | -1.29% | -100 shares | 125K | $52.49 | 7.65K |
| Q3 2020 | share | Decrease | -4.91% | -400 shares | 6K | $35.71 | 7.75K |
| Q2 2020 | share | Decrease | -8.94% | -800 shares | -26K | $33.08 | 8.15K |
| Q1 2020 | share | Decrease | -0.56% | -50 shares | -127K | $32.79 | 8.95K |
| Q4 2019 | share | 0.00% | 0 shares | 51K | $46.21 | 9.00K | |
| Q3 2019 | share | Decrease | -1.01% | -92 shares | 12K | $40.49 | 9.00K |
| Q2 2019 | share | 0.00% | 0 shares | -24K | $38.72 | 9.09K | |
| Q1 2019 | share | 0.00% | 0 shares | 11K | $41.04 | 9.09K | |
| Q4 2018 | share | Increase | +1.13% | 102 shares | -64K | $39.72 | 9.09K |
| Q3 2018 | share | Increase | +0.75% | 67 shares | -14K | $46.88 | 8.99K |
| Q2 2018 | share | Increase | +17.62% | 1.33K shares | 60K | $48.61 | 8.92K |
| Q1 2018 | share | Decrease | -6.68% | -543 shares | -22K | $49.59 | 7.58K |
| Q4 2017 | share | Increase | +3.08% | 243 shares | 73K | $48.69 | 8.13K |
| Q3 2017 | share | 0.00% | 0 shares | 6K | $41.38 | 7.88K | |
| Q2 2017 | share | 0.00% | 0 shares | 17K | $40.57 | 7.88K | |
| Q1 2017 | share | Decrease | -1.62% | -130 shares | 6K | $38.46 | 7.88K |
| Q4 2016 | share | 0.00% | 0 shares | 63K | $37.12 | 8.01K | |
| Q3 2016 | share | 0.00% | 0 shares | 50K | $29.63 | 8.01K | |
| Q2 2016 | share | Decrease | -2.74% | -226 shares | -28K | $23.7 | 8.01K |
| Q1 2016 | share | 0.00% | 0 shares | -40K | $26.17 | 8.24K |