GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – The Charles Schwab Corporation Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$478,000
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT 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 | Decrease | -38.71% | -4.20K shares | -208K | $71.87 | 6.65K |
| Q2 2022 | share | Decrease | -60.84% | -16.87K shares | -1.69M | $63.18 | 10.86K |
| Q1 2022 | share | Increase | +1009.36% | 25.23K shares | 2.14M | $84.31 | 27.73K |
| Q4 2021 | share | Increase | +228.52% | 1.73K shares | 180K | $84.48 | 2.5K |
| Q3 2021 | share | Increase | 0.00% | 761 shares | 54K | $72.68 | 761 |