BERGANKDV WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
BERGANKDV WEALTH MANAGEMENT, LLC portfolio value:
$765,000
portfolio value
BERGANKDV WEALTH MANAGEMENT, 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 | +5.02% | 509 shares | 124K | $71.87 | 10.65K |
| Q2 2022 | share | Increase | +6.76% | 642 shares | -160K | $63.18 | 10.14K |
| Q1 2022 | share | Increase | +1037.72% | 8.66K shares | 731K | $84.31 | 9.5K |
| Q4 2021 | share | Increase | +2.45% | 20 shares | 11K | $84.48 | 835 |
| Q3 2021 | share | Increase | +178.16% | 522 shares | 38K | $72.68 | 815 |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $72.48 | 293 | |
| Q1 2021 | share | Increase | +21.58% | 52 shares | 6K | $64.71 | 293 |
| Q4 2020 | share | Increase | +8.56% | 19 shares | 5K | $52.49 | 241 |
| Q3 2020 | share | Increase | +53.10% | 77 shares | 3K | $35.71 | 222 |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $33.08 | 145 | |
| Q1 2020 | share | Increase | +437.04% | 118 shares | 4K | $32.79 | 145 |
| Q4 2019 | share | Increase | 0.00% | 27 shares | 1K | $46.21 | 27 |