CREATIVEONE WEALTH, LLC – The Charles Schwab Corporation Transaction History
CREATIVEONE WEALTH, LLC portfolio value:
$1.22M
portfolio value
CREATIVEONE WEALTH, 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 | +6.13% | 981 shares | 209K | $71.87 | 16.98K |
Q2 2022 | share | Decrease | -27.41% | -6.04K shares | -847K | $63.18 | 16.00K |
Q1 2022 | share | Increase | 0.00% | 22.05K shares | 1.85M | $84.31 | 22.05K |