COMPASS ADVISORY GROUP LLC – The Charles Schwab Corporation Transaction History
COMPASS ADVISORY GROUP LLC portfolio value:
$719,000
portfolio value
COMPASS ADVISORY GROUP 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 | 0.00% | 0 shares | 87K | $71.87 | 10K | |
| Q2 2022 | share | 0.00% | 0 shares | -211K | $63.18 | 10K | |
| Q1 2022 | share | 0.00% | 0 shares | 2K | $84.31 | 10K | |
| Q4 2021 | share | 0.00% | 0 shares | 113K | $84.48 | 10K | |
| Q3 2021 | share | Increase | 0.00% | 10K shares | 728K | $72.68 | 10K |