SUMMIT X, LLC – The Charles Schwab Corporation Transaction History
SUMMIT X, LLC portfolio value:
$527,000
portfolio value
SUMMIT X, 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 | +13.90% | 883 shares | 128K | $71.87 | 7.23K |
| Q2 2022 | share | Increase | +129.53% | 3.58K shares | 164K | $63.18 | 6.35K |
| Q1 2022 | share | Increase | +3.98% | 106 shares | 10K | $84.31 | 2.76K |
| Q4 2021 | share | Increase | 0.00% | 2.66K shares | 225K | $84.48 | 2.66K |
| Q4 2020 | share | Decrease | -100.00% | -2.87K shares | -1.05K | $52.49 | 0 |
| Q3 2020 | share | Increase | 0.00% | 2.87K shares | 1.05K | $35.71 | 2.87K |