PRINCIPLE WEALTH PARTNERS LLC – The Charles Schwab Corporation Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$407,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | 49K | $71.87 | 5.66K | |
| Q2 2022 | share | 0.00% | 0 shares | -120K | $63.18 | 5.66K | |
| Q1 2022 | share | 0.00% | 0 shares | 2K | $84.31 | 5.66K | |
| Q4 2021 | share | Increase | +2.24% | 124 shares | 72K | $84.48 | 5.66K |
| Q3 2021 | share | 0.00% | 0 shares | 1K | $72.68 | 5.54K | |
| Q2 2021 | share | 0.00% | 0 shares | 42K | $72.48 | 5.54K | |
| Q1 2021 | share | 0.00% | 0 shares | 67K | $64.71 | 5.54K | |
| Q4 2020 | share | Increase | 0.00% | 5.54K shares | 294K | $52.49 | 5.54K |