YORKBRIDGE WEALTH PARTNERS, LLC – The Charles Schwab Corporation Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$332,000
portfolio value
YORKBRIDGE WEALTH 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 | Decrease | -2.88% | -137 shares | 32K | $71.87 | 4.61K |
| Q2 2022 | share | Decrease | -0.17% | -8 shares | -102K | $63.18 | 4.75K |
| Q1 2022 | share | Decrease | -3.54% | -175 shares | -13K | $84.31 | 4.76K |
| Q4 2021 | share | 0.00% | 0 shares | 55K | $84.48 | 4.93K | |
| Q3 2021 | share | Decrease | -9.11% | -495 shares | -36K | $72.68 | 4.93K |
| Q2 2021 | share | Decrease | -5.38% | -309 shares | 22K | $72.48 | 5.43K |
| Q1 2021 | share | Increase | +2.08% | 117 shares | 76K | $64.71 | 5.74K |
| Q4 2020 | share | Decrease | -0.60% | -34 shares | 93K | $52.49 | 5.62K |
| Q3 2020 | share | Increase | 0.00% | 5.66K shares | 205K | $35.71 | 5.66K |
| Q1 2020 | share | Decrease | -100.00% | -5.42K shares | -258K | $32.79 | 0 |
| Q4 2019 | share | Decrease | -0.18% | -10 shares | 31K | $46.21 | 5.42K |
| Q3 2019 | share | Decrease | -11.00% | -671 shares | -18K | $40.49 | 5.43K |
| Q2 2019 | share | Decrease | -0.93% | -57 shares | -18K | $38.72 | 6.10K |
| Q1 2019 | share | Increase | +80.37% | 2.74K shares | 121K | $41.04 | 6.15K |
| Q4 2018 | share | Decrease | -9.08% | -341 shares | -44K | $39.72 | 3.41K |
| Q3 2018 | share | Decrease | -1.26% | -48 shares | -8K | $46.88 | 3.75K |
| Q2 2018 | share | Increase | +9.85% | 341 shares | 15K | $48.61 | 3.80K |
| Q1 2018 | share | 0.00% | 0 shares | 1K | $49.59 | 3.46K | |
| Q4 2017 | share | Increase | +9.38% | 297 shares | 40K | $48.69 | 3.46K |
| Q3 2017 | share | Increase | +1.54% | 48 shares | 2K | $41.38 | 3.16K |
| Q2 2017 | share | Decrease | -4.59% | -150 shares | 5K | $40.57 | 3.11K |
| Q1 2017 | share | Increase | +9.63% | 287 shares | 15K | $38.46 | 3.26K |
| Q4 2016 | share | Increase | 0.00% | 2.98K shares | 116K | $37.12 | 2.98K |