FINANCIAL ENHANCEMENT GROUP LLC – The Charles Schwab Corporation Transaction History
FINANCIAL ENHANCEMENT GROUP LLC portfolio value:
$315,000
portfolio value
FINANCIAL ENHANCEMENT 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 | +2.72% | 116 shares | 45K | $71.87 | 4.38K |
| Q2 2022 | share | Increase | +22.34% | 780 shares | -24K | $63.18 | 4.27K |
| Q1 2022 | share | Decrease | -0.57% | -20 shares | -1K | $84.31 | 3.49K |
| Q4 2021 | share | Increase | +13.00% | 404 shares | 69K | $84.48 | 3.51K |
| Q3 2021 | share | Increase | +4.61% | 137 shares | 10K | $72.68 | 3.10K |
| Q2 2021 | share | Increase | +6.87% | 191 shares | 35K | $72.48 | 2.97K |
| Q1 2021 | share | Decrease | -5.12% | -150 shares | 26K | $64.71 | 2.77K |
| Q4 2020 | share | Increase | +0.03% | 1 shares | 49K | $52.49 | 2.92K |
| Q3 2020 | share | Increase | +3.39% | 96 shares | 10K | $35.71 | 2.92K |
| Q2 2020 | share | 0.00% | 0 shares | 1K | $33.08 | 2.83K | |
| Q1 2020 | share | Increase | +19.09% | 454 shares | -18K | $32.79 | 2.83K |
| Q4 2019 | share | Increase | +5.55% | 125 shares | 19K | $46.21 | 2.37K |
| Q3 2019 | share | Increase | +1.76% | 39 shares | 5K | $40.49 | 2.25K |
| Q2 2019 | share | Increase | +5.23% | 110 shares | -1K | $38.72 | 2.21K |
| Q1 2019 | share | Decrease | -56.94% | -2.78K shares | -150K | $41.04 | 2.10K |
| Q4 2018 | share | 0.00% | 0 shares | 0 | $39.72 | 4.88K | |
| Q3 2018 | share | 0.00% | 0 shares | -10K | $46.88 | 4.88K | |
| Q2 2018 | share | Increase | +6.24% | 287 shares | 10K | $48.61 | 4.88K |
| Q1 2018 | share | Decrease | -2.83% | -134 shares | -3K | $49.59 | 4.59K |
| Q4 2017 | share | Increase | 0.00% | 4.73K shares | 243K | $48.69 | 4.73K |