BALDWIN INVESTMENT MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
BALDWIN INVESTMENT MANAGEMENT, LLC portfolio value:
$597,000
portfolio value
BALDWIN INVESTMENT MANAGEMENT, 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 | -31.17% | -3.75K shares | -165K | $71.87 | 8.3K |
| Q2 2022 | share | Increase | +123.50% | 6.66K shares | 307K | $63.18 | 12.05K |
| Q1 2022 | share | Increase | +5.37% | 275 shares | 24K | $84.31 | 5.39K |
| Q4 2021 | share | Decrease | -0.19% | -10 shares | 57K | $84.48 | 5.12K |
| Q3 2021 | share | Increase | +2.70% | 135 shares | 10K | $72.68 | 5.13K |
| Q2 2021 | share | Increase | +14.83% | 645 shares | 80K | $72.48 | 4.99K |
| Q1 2021 | share | Increase | 0.00% | 4.35K shares | 284K | $64.71 | 4.35K |