STOCKMAN WEALTH MANAGEMENT, INC. – The Charles Schwab Corporation Transaction History
STOCKMAN WEALTH MANAGEMENT, INC. portfolio value:
$229,000
portfolio value
STOCKMAN WEALTH MANAGEMENT, 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 | -4.27% | -142 shares | 19K | $71.87 | 3.18K |
| Q2 2022 | share | Decrease | -94.76% | -60.13K shares | -5.14M | $63.18 | 3.32K |
| Q1 2022 | share | Decrease | -4.22% | -2.79K shares | -223K | $84.31 | 63.46K |
| Q4 2021 | share | Decrease | -5.30% | -3.70K shares | 476K | $84.48 | 66.26K |
| Q3 2021 | share | Increase | +0.65% | 450 shares | 35K | $72.68 | 69.96K |
| Q2 2021 | share | Decrease | -2.11% | -1.49K shares | 433K | $72.48 | 69.51K |
| Q1 2021 | share | Decrease | -5.90% | -4.45K shares | 626K | $64.71 | 71.01K |
| Q4 2020 | share | Decrease | -4.23% | -3.33K shares | 1.14M | $52.49 | 75.47K |
| Q3 2020 | share | Increase | +6.71% | 4.95K shares | 363K | $35.71 | 78.80K |
| Q2 2020 | share | Increase | +7.14% | 4.91K shares | 174K | $33.08 | 73.85K |
| Q1 2020 | share | Increase | +7.49% | 4.80K shares | -732K | $32.79 | 68.93K |
| Q4 2019 | share | Decrease | -2.02% | -1.32K shares | 312K | $46.21 | 64.12K |
| Q3 2019 | share | Increase | +12.39% | 7.21K shares | 397K | $40.49 | 65.45K |
| Q2 2019 | share | Increase | 0.00% | 58.23K shares | 2.34M | $38.72 | 58.23K |