BSW WEALTH PARTNERS – The Charles Schwab Corporation Transaction History
BSW WEALTH PARTNERS portfolio value:
$479,000
portfolio value
BSW WEALTH PARTNERS 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 | -2.37% | -162 shares | 47K | $71.87 | 6.67K |
| Q2 2022 | share | Increase | +4.42% | 289 shares | -120K | $63.18 | 6.83K |
| Q1 2022 | share | Increase | +3.19% | 202 shares | 19K | $84.31 | 6.54K |
| Q4 2021 | share | Increase | +3.95% | 241 shares | 89K | $84.48 | 6.34K |
| Q3 2021 | share | Increase | +17.90% | 926 shares | 67K | $72.68 | 6.1K |
| Q2 2021 | share | Increase | +21.91% | 930 shares | 100K | $72.48 | 5.17K |
| Q1 2021 | share | Increase | 0.00% | 4.24K shares | 277K | $64.71 | 4.24K |