SHEAFF BROCK INVESTMENT ADVISORS, LLC – The Charles Schwab Corporation Transaction History
SHEAFF BROCK INVESTMENT ADVISORS, LLC portfolio value:
$469,000
portfolio value
SHEAFF BROCK INVESTMENT 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 | Decrease | -0.20% | -13 shares | 56K | $71.87 | 6.52K |
| Q2 2022 | share | Increase | +4.01% | 252 shares | -117K | $63.18 | 6.53K |
| Q1 2022 | share | Increase | +0.50% | 31 shares | 4K | $84.31 | 6.28K |
| Q4 2021 | share | Increase | +74.16% | 2.66K shares | 264K | $84.48 | 6.25K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $72.68 | 3.59K | |
| Q2 2021 | share | 0.00% | 0 shares | 27K | $72.48 | 3.59K | |
| Q1 2021 | share | Increase | 0.00% | 3.59K shares | 234K | $64.71 | 3.59K |