PERSONAL CFO SOLUTIONS, LLC – The Charles Schwab Corporation Transaction History
PERSONAL CFO SOLUTIONS, LLC portfolio value:
$530,000
portfolio value
PERSONAL CFO SOLUTIONS, 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 | +27.96% | 1.61K shares | 166K | $71.87 | 7.36K |
| Q2 2022 | share | Decrease | -7.34% | -456 shares | -160K | $63.18 | 5.75K |
| Q1 2022 | share | Increase | +6.70% | 390 shares | 34K | $84.31 | 6.21K |
| Q4 2021 | share | Decrease | -4.59% | -280 shares | 45K | $84.48 | 5.82K |
| Q3 2021 | share | Increase | +28.28% | 1.34K shares | 98K | $72.68 | 6.10K |
| Q2 2021 | share | Increase | +3.25% | 150 shares | 47K | $72.48 | 4.75K |
| Q1 2021 | share | Decrease | -10.38% | -534 shares | 27K | $64.71 | 4.60K |
| Q4 2020 | share | Increase | 0.00% | 5.14K shares | 273K | $52.49 | 5.14K |