MONOGRAPH WEALTH ADVISORS, LLC – The Charles Schwab Corporation Transaction History
MONOGRAPH WEALTH ADVISORS, LLC portfolio value:
$599,000
portfolio value
MONOGRAPH WEALTH 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 | 0.00% | 0 shares | 73K | $71.87 | 8.32K | |
| Q2 2022 | share | Decrease | -5.49% | -484 shares | -217K | $63.18 | 8.32K |
| Q1 2022 | share | 0.00% | 0 shares | 2K | $84.31 | 8.81K | |
| Q4 2021 | share | Increase | 0.00% | 8.81K shares | 741K | $84.48 | 8.81K |