LIDO ADVISORS, LLC – The Charles Schwab Corporation Transaction History
LIDO ADVISORS, LLC portfolio value:
$4.43M
portfolio value
LIDO 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 | +302.43% | 46.42K shares | 3.46M | $71.87 | 61.77K |
| Q2 2022 | share | Increase | +8.14% | 1.15K shares | -227K | $63.18 | 15.35K |
| Q1 2022 | share | Increase | +47.04% | 4.54K shares | 385K | $84.31 | 14.19K |
| Q4 2021 | share | Increase | +26.88% | 2.04K shares | 257K | $84.48 | 9.65K |
| Q3 2021 | share | Decrease | -6.33% | -514 shares | -37K | $72.68 | 7.60K |
| Q2 2021 | share | Increase | +97.47% | 4.00K shares | 323K | $72.48 | 8.12K |
| Q1 2021 | share | Decrease | -97.80% | -183.01K shares | -9.65M | $64.71 | 4.11K |
| Q4 2020 | share | Increase | +9.54% | 16.30K shares | 3.73M | $52.49 | 187.13K |
| Q3 2020 | share | Increase | 0.00% | 170.82K shares | 6.18M | $35.71 | 170.82K |
| Q1 2020 | share | Decrease | -100.00% | -4.96K shares | -236K | $32.79 | 0 |
| Q4 2019 | share | Decrease | -66.65% | -9.92K shares | -387K | $46.21 | 4.96K |
| Q3 2019 | share | Increase | +136.07% | 8.58K shares | 370K | $40.49 | 14.89K |
| Q2 2019 | share | Increase | +7.70% | 451 shares | 3K | $38.72 | 6.30K |
| Q1 2019 | share | Increase | 0.00% | 5.85K shares | 250K | $41.04 | 5.85K |
| Q3 2018 | share | Decrease | -100.00% | -4.31K shares | -220K | $46.88 | 0 |
| Q2 2018 | share | Decrease | -2.40% | -106 shares | -11K | $48.61 | 4.31K |
| Q1 2018 | share | Increase | 0.00% | 4.42K shares | 231K | $49.59 | 4.42K |
| Q3 2017 | share | Decrease | -100.00% | -5.29K shares | -227K | $41.38 | 0 |
| Q2 2017 | share | Decrease | -1.93% | -104 shares | 9K | $40.57 | 5.29K |
| Q1 2017 | share | Increase | 0.00% | 5.39K shares | 218K | $38.46 | 5.39K |