IMS CAPITAL MANAGEMENT – The Charles Schwab Corporation Transaction History
IMS CAPITAL MANAGEMENT portfolio value:
$847,000
portfolio value
IMS CAPITAL MANAGEMENT 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 | 103K | $71.87 | 11.78K | |
| Q2 2022 | share | Increase | +0.43% | 50 shares | -245K | $63.18 | 11.78K |
| Q1 2022 | share | 0.00% | 0 shares | 3K | $84.31 | 11.73K | |
| Q4 2021 | share | 0.00% | 0 shares | 132K | $84.48 | 11.73K | |
| Q3 2021 | share | Increase | +1.73% | 200 shares | 15K | $72.68 | 11.73K |
| Q2 2021 | share | 0.00% | 0 shares | 87K | $72.48 | 11.53K | |
| Q1 2021 | share | Decrease | -33.35% | -5.77K shares | -166K | $64.71 | 11.53K |
| Q4 2020 | share | 0.00% | 0 shares | 291K | $52.49 | 17.3K | |
| Q3 2020 | share | 0.00% | 0 shares | 43K | $35.71 | 17.3K | |
| Q2 2020 | share | Increase | 0.00% | 17.3K shares | 584K | $33.08 | 17.3K |