DAKOTA WEALTH MANAGEMENT – The Charles Schwab Corporation Transaction History
DAKOTA WEALTH MANAGEMENT portfolio value:
$1.02M
portfolio value
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 14.21K shares | 1.02M | $71.87 | 14.21K |
| Q2 2022 | share | Decrease | -100.00% | -22.83K shares | -1.92M | $63.18 | 0 |
| Q1 2022 | share | Increase | 0.00% | 22.83K shares | 1.92M | $84.31 | 22.83K |
| Q2 2019 | share | Decrease | -100.00% | -5.15K shares | -221K | $38.72 | 0 |
| Q1 2019 | share | Decrease | -55.56% | -6.44K shares | -330K | $41.04 | 5.15K |
| Q4 2018 | share | Increase | +0.05% | 6 shares | -18K | $39.72 | 11.59K |
| Q3 2018 | share | Decrease | -19.43% | -2.79K shares | -166K | $46.88 | 11.58K |
| Q2 2018 | share | Increase | 0.00% | 14.38K shares | 735K | $48.61 | 14.38K |