JOEL ISAACSON & CO., LLC – The Charles Schwab Corporation Transaction History
JOEL ISAACSON & CO., LLC portfolio value:
$392,000
portfolio value
JOEL ISAACSON & CO., 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 | Increase | +22.57% | 1.00K shares | 111K | $71.87 | 5.45K |
| Q2 2022 | share | Increase | +0.07% | 3 shares | -52K | $63.18 | 4.44K |
| Q1 2022 | share | Decrease | -1.00% | -45 shares | -45K | $84.31 | 4.44K |
| Q4 2021 | share | Increase | +1.15% | 51 shares | 55K | $84.48 | 4.49K |
| Q3 2021 | share | Increase | +0.63% | 28 shares | 2K | $72.68 | 4.44K |
| Q2 2021 | share | Increase | +0.07% | 3 shares | 34K | $72.48 | 4.41K |
| Q1 2021 | share | Increase | +3.86% | 164 shares | 62K | $64.71 | 4.40K |
| Q4 2020 | share | Increase | 0.00% | 4.24K shares | 225K | $52.49 | 4.24K |
| Q1 2017 | share | Decrease | -100.00% | -3.61K shares | -142K | $38.46 | 0 |
| Q4 2016 | share | 0.00% | 0 shares | 28K | $37.12 | 3.61K | |
| Q3 2016 | share | Decrease | -6.72% | -260 shares | 16K | $29.63 | 3.61K |
| Q2 2016 | share | Increase | +29.00% | 870 shares | 14K | $23.7 | 3.87K |
| Q1 2016 | share | 0.00% | 0 shares | -15K | $26.17 | 3K |