9258 WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$313,000
portfolio value
The Charles Schwab Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 4.34K shares | 313K | $71.87 | 4.34K |
| Q2 2022 | share | Decrease | -100.00% | -3.29K shares | -278K | $63.18 | 0 |
| Q1 2022 | share | Decrease | -18.17% | -731 shares | -60K | $84.31 | 3.29K |
| Q4 2021 | share | Increase | +10.16% | 371 shares | 72K | $84.48 | 4.02K |
| Q3 2021 | share | Increase | +4.28% | 150 shares | 11K | $72.68 | 3.65K |
| Q2 2021 | share | Increase | 0.00% | 3.50K shares | 255K | $72.48 | 3.50K |