BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. – The Charles Schwab Corporation Transaction History
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. portfolio value:
$9.85M
portfolio value
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, 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 | Increase | +0.80% | 1.08K shares | 1.31M | $71.87 | 136.3K |
Q2 2022 | share | Increase | +9.06% | 11.23K shares | 456K | $63.18 | 135.21K |
Q1 2022 | share | Decrease | -7.68% | -10.30K shares | -3.20M | $84.31 | 123.98K |
Q4 2021 | share | Decrease | -99.44% | -129.4K shares | -9.46M | $84.48 | 729 |
Q3 2021 | share | Increase | +3.81% | 4.78K shares | 352K | $72.68 | 130.12K |
Q2 2021 | share | Increase | +1.10% | 1.36K shares | 1.04M | $72.48 | 125.34K |
Q1 2021 | share | Increase | +2.49% | 3.01K shares | 1.66M | $64.71 | 123.98K |
Q4 2020 | share | Increase | 0.00% | 120.97K shares | 6.41M | $52.49 | 120.97K |