180 WEALTH ADVISORS, LLC – The Charles Schwab Corporation Transaction History
180 WEALTH ADVISORS, LLC portfolio value:
$2.13M
portfolio value
180 WEALTH ADVISORS, 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 | +0.60% | 177 shares | 248K | $71.87 | 29.72K |
| Q2 2022 | share | Decrease | -0.51% | -152 shares | -396K | $63.18 | 29.54K |
| Q1 2022 | share | Decrease | -0.14% | -41 shares | -368K | $84.31 | 29.69K |
| Q4 2021 | share | Decrease | -0.95% | -285 shares | 223K | $84.48 | 29.73K |
| Q3 2021 | share | Decrease | -0.44% | -132 shares | 182K | $72.68 | 30.02K |
| Q2 2021 | share | Decrease | -0.09% | -27 shares | 69K | $72.48 | 30.15K |
| Q1 2021 | share | Decrease | -0.98% | -298 shares | 373K | $64.71 | 30.18K |
| Q4 2020 | share | Increase | +1.22% | 368 shares | 627K | $52.49 | 30.47K |
| Q3 2020 | share | Increase | +7.79% | 2.17K shares | 244K | $35.71 | 30.11K |
| Q2 2020 | share | Increase | +3.74% | 1.00K shares | 8K | $33.08 | 27.93K |
| Q1 2020 | share | Increase | +11.39% | 2.75K shares | -213K | $32.79 | 26.92K |
| Q4 2019 | share | Increase | +16.52% | 3.42K shares | 366K | $46.21 | 24.17K |
| Q3 2019 | share | Increase | +13.44% | 2.45K shares | 18K | $40.49 | 20.74K |
| Q2 2019 | share | Increase | 0.00% | 18.28K shares | 755K | $38.72 | 18.28K |
| Q1 2019 | share | Decrease | -100.00% | -5.16K shares | -254K | $41.04 | 0 |
| Q4 2018 | share | 0.00% | 0 shares | 0 | $39.72 | 5.16K | |
| Q3 2018 | share | Increase | +25.38% | 1.04K shares | 44K | $46.88 | 5.16K |
| Q2 2018 | share | Decrease | -0.72% | -30 shares | -7K | $48.61 | 4.11K |
| Q1 2018 | share | 0.00% | 0 shares | 4K | $49.59 | 4.14K | |
| Q4 2017 | share | Increase | 0.00% | 4.14K shares | 213K | $48.69 | 4.14K |