HIGHLAND PRIVATE WEALTH MANAGEMENT – The Charles Schwab Corporation Transaction History
HIGHLAND PRIVATE WEALTH MANAGEMENT portfolio value:
$371,000
portfolio value
HIGHLAND PRIVATE WEALTH MANAGEMENT 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 | +8.18% | 391 shares | 69K | $71.87 | 5.17K |
| Q2 2022 | share | Increase | +5.31% | 241 shares | -81K | $63.18 | 4.78K |
| Q1 2022 | share | Increase | +4.61% | 200 shares | 18K | $84.31 | 4.53K |
| Q4 2021 | share | Increase | +5.83% | 239 shares | 67K | $84.48 | 4.33K |
| Q3 2021 | share | Increase | +3.38% | 134 shares | 10K | $72.68 | 4.1K |
| Q2 2021 | share | Increase | +2.83% | 109 shares | 36K | $72.48 | 3.96K |
| Q1 2021 | share | Increase | 0.00% | 3.85K shares | 252K | $64.71 | 3.85K |