WEALTHSPIRE ADVISORS, LLC – The Charles Schwab Corporation Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$2.29M
portfolio value
WEALTHSPIRE 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 | +1.80% | 564 shares | 313K | $71.87 | 31.97K |
| Q2 2022 | share | Increase | +393.22% | 25.04K shares | 1.44M | $63.18 | 31.41K |
| Q1 2022 | share | Decrease | -35.00% | -3.42K shares | -287K | $84.31 | 6.36K |
| Q4 2021 | share | Decrease | -3.03% | -306 shares | 88K | $84.48 | 9.79K |
| Q3 2021 | share | Increase | +54.78% | 3.57K shares | 261K | $72.68 | 10.10K |
| Q2 2021 | share | Decrease | -60.01% | -9.79K shares | -589K | $72.48 | 6.52K |
| Q1 2021 | share | Increase | +37.00% | 4.40K shares | 432K | $64.71 | 16.32K |
| Q4 2020 | share | Increase | 0.00% | 11.91K shares | 632K | $52.49 | 11.91K |
| Q3 2020 | share | Decrease | -100.00% | -5.92K shares | -200K | $35.71 | 0 |
| Q2 2020 | share | Decrease | -58.42% | -8.33K shares | -279K | $33.08 | 5.92K |
| Q1 2020 | share | Increase | 0.00% | 14.25K shares | 479K | $32.79 | 14.25K |
| Q1 2019 | share | Decrease | -100.00% | -1.81K shares | -75K | $41.04 | 0 |
| Q4 2018 | share | Increase | 0.00% | 1.81K shares | 75K | $39.72 | 1.81K |