CRUMLY & ASSOCIATES INC. – The Charles Schwab Corporation Transaction History
CRUMLY & ASSOCIATES INC. portfolio value:
$576,000
portfolio value
CRUMLY & ASSOCIATES INC. 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 | -1.39% | -113 shares | 63K | $71.87 | 8.01K |
| Q2 2022 | share | Decrease | -29.94% | -3.47K shares | -465K | $63.18 | 8.12K |
| Q1 2022 | share | Decrease | -0.91% | -107 shares | -62K | $84.31 | 11.59K |
| Q4 2021 | share | Decrease | -6.61% | -828 shares | 127K | $84.48 | 11.70K |
| Q3 2021 | share | Increase | +33.40% | 3.13K shares | 229K | $72.68 | 12.53K |
| Q2 2021 | share | Increase | +79.02% | 4.14K shares | 342K | $72.48 | 9.39K |
| Q1 2021 | share | Increase | +22.54% | 965 shares | 92K | $64.71 | 5.24K |
| Q4 2020 | share | Increase | 0.00% | 4.28K shares | 250K | $52.49 | 4.28K |