NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC – The Charles Schwab Corporation Transaction History
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC portfolio value:
$1.35M
portfolio value
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, 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 | +43.64% | 5.74K shares | 528K | $71.87 | 18.90K |
| Q2 2022 | share | Increase | +36.72% | 3.53K shares | 20K | $63.18 | 13.15K |
| Q1 2022 | share | Decrease | -25.53% | -3.3K shares | -276K | $84.31 | 9.62K |
| Q4 2021 | share | Decrease | -7.61% | -1.06K shares | 68K | $84.48 | 12.92K |
| Q3 2021 | share | Decrease | -7.38% | -1.11K shares | -81K | $72.68 | 13.99K |
| Q2 2021 | share | Increase | +26.88% | 3.2K shares | 325K | $72.48 | 15.10K |
| Q1 2021 | share | Decrease | -27.43% | -4.5K shares | -95K | $64.71 | 11.90K |
| Q4 2020 | share | Decrease | -24.82% | -5.41K shares | 79K | $52.49 | 16.40K |
| Q3 2020 | share | Decrease | -4.61% | -1.05K shares | 19K | $35.71 | 21.82K |
| Q2 2020 | share | Decrease | -14.76% | -3.96K shares | -130K | $33.08 | 22.87K |
| Q1 2020 | share | Increase | +39.66% | 7.62K shares | -12K | $32.79 | 26.83K |
| Q4 2019 | share | Increase | +16.35% | 2.7K shares | 223K | $46.21 | 19.21K |
| Q3 2019 | share | Increase | +194.09% | 10.9K shares | 464K | $40.49 | 16.51K |
| Q2 2019 | share | Increase | +38.94% | 1.57K shares | 54K | $38.72 | 5.61K |
| Q1 2019 | share | Increase | +3942.00% | 3.94K shares | 168K | $41.04 | 4.04K |
| Q4 2018 | share | Increase | 0.00% | 100 shares | 4K | $39.72 | 100 |
| Q2 2018 | share | Decrease | -100.00% | -15 shares | -1K | $48.61 | 0 |
| Q1 2018 | share | 0.00% | 0 shares | 0 | $49.59 | 15 | |
| Q4 2017 | share | Increase | 0.00% | 15 shares | 1K | $48.69 | 15 |