CASCADE INVESTMENT ADVISORS, INC. – The Charles Schwab Corporation Transaction History
CASCADE INVESTMENT ADVISORS, INC. portfolio value:
$1.51M
portfolio value
CASCADE INVESTMENT ADVISORS, INC. 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 | +57.70% | 6.97K shares | 754.78K | $71.87 | 19.05K |
| Q2 2022 | share | Decrease | -3.65% | -458 shares | -293.86K | $63.18 | 12.08K |
| Q1 2022 | share | Decrease | -4.00% | -522 shares | -41.26K | $84.31 | 12.53K |
| Q4 2021 | share | Decrease | -3.12% | -420 shares | 116.46K | $84.48 | 13.06K |
| Q3 2021 | share | Decrease | -51.57% | -14.35K shares | -1.04M | $72.68 | 13.48K |
| Q2 2021 | share | Decrease | -2.64% | -755 shares | 163.17K | $72.48 | 27.83K |
| Q1 2021 | share | Decrease | -1.72% | -500 shares | 320.56K | $64.71 | 28.59K |
| Q4 2020 | share | Decrease | -2.68% | -800 shares | 460.01K | $52.49 | 29.09K |
| Q3 2020 | share | Increase | +5.69% | 1.61K shares | 128.74K | $35.71 | 29.89K |
| Q2 2020 | share | Increase | +13.12% | 3.28K shares | 113.66K | $33.08 | 28.28K |
| Q1 2020 | share | Increase | +29.84% | 5.74K shares | -75.26K | $32.79 | 25K |
| Q4 2019 | share | Increase | 0.00% | 19.25K shares | 915.76K | $46.21 | 19.25K |