CALAMOS WEALTH MANAGEMENT LLC – The Charles Schwab Corporation Transaction History
CALAMOS WEALTH MANAGEMENT LLC portfolio value:
$525,000
portfolio value
CALAMOS WEALTH 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 | -14.74% | -1.26K shares | -16K | $71.87 | 7.30K |
| Q2 2022 | share | Decrease | -91.08% | -87.44K shares | -7.55M | $63.18 | 8.56K |
| Q1 2022 | share | Decrease | -2.64% | -2.60K shares | -199K | $84.31 | 96.01K |
| Q4 2021 | share | Increase | +0.71% | 695 shares | 1.16M | $84.48 | 98.62K |
| Q3 2021 | share | Decrease | -19.72% | -24.05K shares | -1.74M | $72.68 | 97.92K |
| Q2 2021 | share | Decrease | -6.75% | -8.83K shares | 355K | $72.48 | 121.97K |
| Q1 2021 | share | Increase | +1.71% | 2.19K shares | 1.70M | $64.71 | 130.81K |
| Q4 2020 | share | Increase | +588.79% | 109.94K shares | 6.14M | $52.49 | 128.61K |
| Q3 2020 | share | Increase | +11.31% | 1.89K shares | 111K | $35.71 | 18.67K |
| Q2 2020 | share | Increase | 0.00% | 16.77K shares | 566K | $33.08 | 16.77K |