KILEY JUERGENS WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
KILEY JUERGENS WEALTH MANAGEMENT, LLC portfolio value:
$749,000
portfolio value
KILEY JUERGENS WEALTH MANAGEMENT, 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 | -1.84% | -196 shares | 78K | $71.87 | 10.43K |
| Q2 2022 | share | Increase | +0.04% | 4 shares | -225K | $63.18 | 10.62K |
| Q1 2022 | share | Increase | +0.03% | 3 shares | 3K | $84.31 | 10.62K |
| Q4 2021 | share | Decrease | -0.91% | -97 shares | 113K | $84.48 | 10.62K |
| Q3 2021 | share | Decrease | -4.42% | -496 shares | -36K | $72.68 | 10.71K |
| Q2 2021 | share | Decrease | -3.42% | -397 shares | 60K | $72.48 | 11.21K |
| Q1 2021 | share | Increase | +0.03% | 4 shares | 141K | $64.71 | 11.61K |
| Q4 2020 | share | Increase | +10.44% | 1.09K shares | 235K | $52.49 | 11.60K |
| Q3 2020 | share | Decrease | -29.25% | -4.34K shares | -121K | $35.71 | 10.50K |
| Q2 2020 | share | Decrease | -0.63% | -94 shares | -1K | $33.08 | 14.85K |
| Q1 2020 | share | Increase | +2.81% | 408 shares | -189K | $32.79 | 14.94K |
| Q4 2019 | share | Increase | 0.00% | 14.54K shares | 691K | $46.21 | 14.54K |
| Q4 2018 | share | Decrease | -100.00% | -1.63K shares | -80K | $39.72 | 0 |
| Q3 2018 | share | Increase | +327.68% | 1.25K shares | 61K | $46.88 | 1.63K |
| Q2 2018 | share | Increase | 0.00% | 383 shares | 19K | $48.61 | 383 |
| Q1 2018 | share | Decrease | -100.00% | -283 shares | -14K | $49.59 | 0 |
| Q4 2017 | share | Increase | 0.00% | 283 shares | 14K | $48.69 | 283 |