RIVER WEALTH ADVISORS LLC – The Charles Schwab Corporation Transaction History
RIVER WEALTH ADVISORS LLC portfolio value:
$320,000
portfolio value
RIVER WEALTH ADVISORS 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 | +0.91% | 40 shares | 41K | $71.87 | 4.44K |
| Q2 2022 | share | Increase | 0.00% | 4.40K shares | 279K | $63.18 | 4.40K |
| Q3 2019 | share | Decrease | -100.00% | -12.58K shares | -506K | $40.49 | 0 |
| Q2 2019 | share | Decrease | -16.01% | -2.39K shares | -135K | $38.72 | 12.58K |
| Q1 2019 | share | Decrease | -13.93% | -2.42K shares | -82K | $41.04 | 14.98K |
| Q4 2018 | share | Decrease | -18.22% | -3.87K shares | -323K | $39.72 | 17.40K |
| Q3 2018 | share | Increase | +1.92% | 400 shares | -21K | $46.88 | 21.28K |
| Q2 2018 | share | Increase | 0.00% | 20.88K shares | 1.06M | $48.61 | 20.88K |