WADDELL & ASSOCIATES, LLC – The Charles Schwab Corporation Transaction History
WADDELL & ASSOCIATES, LLC portfolio value:
$235,000
portfolio value
WADDELL & ASSOCIATES, 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 | -2.65% | -89 shares | 23K | $71.87 | 3.26K |
| Q2 2022 | share | Increase | +0.72% | 24 shares | -69K | $63.18 | 3.35K |
| Q1 2022 | share | Decrease | -53.38% | -3.81K shares | -320K | $84.31 | 3.32K |
| Q4 2021 | share | Increase | +0.03% | 2 shares | 81K | $84.48 | 7.14K |
| Q3 2021 | share | Increase | +0.04% | 3 shares | 0 | $72.68 | 7.13K |
| Q2 2021 | share | Increase | 0.00% | 7.13K shares | 520K | $72.48 | 7.13K |