BETA WEALTH GROUP, INC. – The Charles Schwab Corporation Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$273,000
portfolio value
BETA WEALTH GROUP, 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 | +8.57% | 300 shares | 52K | $71.87 | 3.8K |
| Q2 2022 | share | Increase | +9.38% | 300 shares | -49K | $63.18 | 3.5K |
| Q1 2022 | share | Increase | 0.00% | 3.2K shares | 270K | $84.31 | 3.2K |