MOUNT YALE INVESTMENT ADVISORS, LLC – The Charles Schwab Corporation Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$862,000
portfolio value
MOUNT YALE INVESTMENT 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 | +46.93% | 3.83K shares | 346K | $71.87 | 11.99K |
| Q2 2022 | share | Increase | +5.50% | 426 shares | -137K | $63.18 | 8.16K |
| Q1 2022 | share | Increase | +6.83% | 495 shares | 44K | $84.31 | 7.74K |
| Q4 2021 | share | Decrease | -1.37% | -101 shares | 74K | $84.48 | 7.24K |
| Q3 2021 | share | Increase | +13.31% | 863 shares | 63K | $72.68 | 7.34K |
| Q2 2021 | share | Increase | +2.22% | 141 shares | 59K | $72.48 | 6.48K |
| Q1 2021 | share | Increase | +8.17% | 479 shares | 102K | $64.71 | 6.34K |
| Q4 2020 | share | Decrease | -1.97% | -118 shares | 94K | $52.49 | 5.86K |
| Q3 2020 | share | Decrease | -68.66% | -13.10K shares | -427K | $35.71 | 5.98K |
| Q2 2020 | share | Increase | +26.58% | 4.00K shares | 137K | $33.08 | 19.08K |
| Q1 2020 | share | Decrease | -1.11% | -169 shares | -188K | $32.79 | 15.07K |
| Q4 2019 | share | Decrease | -7.85% | -1.29K shares | -24K | $46.21 | 15.24K |
| Q3 2019 | share | Increase | +6.66% | 1.03K shares | 136K | $40.49 | 16.54K |
| Q2 2019 | share | Decrease | -26.52% | -5.59K shares | -320K | $38.72 | 15.51K |
| Q1 2019 | share | Decrease | -19.06% | -4.97K shares | -264K | $41.04 | 21.11K |
| Q4 2018 | share | Increase | +14.22% | 3.24K shares | 58K | $39.72 | 26.08K |
| Q3 2018 | share | Increase | +5.35% | 1.15K shares | 1K | $46.88 | 22.83K |
| Q2 2018 | share | Increase | +27.93% | 4.73K shares | 223K | $48.61 | 21.67K |
| Q1 2018 | share | Increase | 0.00% | 16.94K shares | 885K | $49.59 | 16.94K |