WEALTHSOURCE PARTNERS, LLC – The Charles Schwab Corporation Transaction History
WEALTHSOURCE PARTNERS, LLC portfolio value:
$1.16M
portfolio value
WEALTHSOURCE PARTNERS, 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 | +26.37% | 3.38K shares | 354K | $71.87 | 16.21K |
| Q2 2022 | share | Decrease | -10.35% | -1.48K shares | -396K | $63.18 | 12.83K |
| Q1 2022 | share | Increase | +74.13% | 6.09K shares | 516K | $84.31 | 14.31K |
| Q4 2021 | share | Increase | +53.65% | 2.87K shares | 301K | $84.48 | 8.21K |
| Q3 2021 | share | Increase | +36.63% | 1.43K shares | 105K | $72.68 | 5.34K |
| Q2 2021 | share | Increase | 0.00% | 3.91K shares | 285K | $72.48 | 3.91K |
| Q3 2020 | share | Decrease | -100.00% | -6.83K shares | -231K | $35.71 | 0 |
| Q2 2020 | share | Increase | 0.00% | 6.83K shares | 231K | $33.08 | 6.83K |