PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC – The Charles Schwab Corporation Transaction History
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC portfolio value:
$1.36M
portfolio value
PINNACLE WEALTH MANAGEMENT ADVISORY 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 | +9.96% | 1.71K shares | 273K | $71.87 | 18.91K |
| Q2 2022 | share | Increase | +25.58% | 3.50K shares | -68K | $63.18 | 17.20K |
| Q1 2022 | share | Increase | +9.39% | 1.17K shares | 102K | $84.31 | 13.7K |
| Q4 2021 | share | Increase | +80.36% | 5.58K shares | 547K | $84.48 | 12.52K |
| Q3 2021 | share | Increase | +7.94% | 511 shares | 38K | $72.68 | 6.94K |
| Q2 2021 | share | Increase | +34.67% | 1.65K shares | 157K | $72.48 | 6.43K |
| Q1 2021 | share | Increase | +20.57% | 815 shares | 101K | $64.71 | 4.77K |
| Q4 2020 | share | Increase | 0.00% | 3.96K shares | 210K | $52.49 | 3.96K |