AJ WEALTH STRATEGIES, LLC – The Charles Schwab Corporation Transaction History
AJ WEALTH STRATEGIES, LLC portfolio value:
$1.32M
portfolio value
AJ WEALTH STRATEGIES, 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 | -37.23% | -10.93K shares | -531K | $71.87 | 18.43K |
| Q2 2022 | share | Increase | +0.05% | 14 shares | -619K | $63.18 | 29.37K |
| Q1 2022 | share | Increase | +0.04% | 12 shares | 7K | $84.31 | 29.36K |
| Q4 2021 | share | Increase | +0.04% | 12 shares | 331K | $84.48 | 29.34K |
| Q3 2021 | share | Decrease | -0.38% | -113 shares | -7K | $72.68 | 29.33K |
| Q2 2021 | share | Decrease | -0.38% | -113 shares | 217K | $72.48 | 29.44K |
| Q1 2021 | share | Increase | +0.05% | 14 shares | 360K | $64.71 | 29.56K |
| Q4 2020 | share | Increase | +20.37% | 5K shares | 678K | $52.49 | 29.54K |
| Q3 2020 | share | Decrease | -1.03% | -255 shares | 52K | $35.71 | 24.54K |
| Q2 2020 | share | 0.00% | 0 shares | 3K | $33.08 | 24.80K | |
| Q1 2020 | share | Increase | 0.00% | 24.80K shares | 834K | $32.79 | 24.80K |