COASTAL INVESTMENT ADVISORS, INC. – The Charles Schwab Corporation Transaction History
COASTAL INVESTMENT ADVISORS, INC. portfolio value:
$770,000
portfolio value
COASTAL INVESTMENT ADVISORS, 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 | -2.24% | -245 shares | 70K | $71.87 | 10.71K |
| Q2 2022 | share | Increase | +1.65% | 178 shares | -209K | $63.18 | 10.95K |
| Q1 2022 | share | Increase | +0.50% | 54 shares | 7K | $84.31 | 10.77K |
| Q4 2021 | share | Decrease | -6.24% | -714 shares | 69K | $84.48 | 10.72K |
| Q3 2021 | share | Decrease | -1.29% | -149 shares | -11K | $72.68 | 11.43K |
| Q2 2021 | share | Decrease | -4.18% | -505 shares | 56K | $72.48 | 11.58K |
| Q1 2021 | share | Increase | +0.59% | 71 shares | 150K | $64.71 | 12.09K |
| Q4 2020 | share | Increase | +0.05% | 6 shares | 203K | $52.49 | 12.02K |
| Q3 2020 | share | Increase | +8.85% | 977 shares | 63K | $35.71 | 12.01K |
| Q2 2020 | share | Increase | +0.29% | 32 shares | 2K | $33.08 | 11.03K |
| Q1 2020 | share | Decrease | -21.63% | -3.03K shares | -330K | $32.79 | 11.00K |
| Q4 2019 | share | Increase | +22.26% | 2.55K shares | 221K | $46.21 | 14.04K |
| Q3 2019 | share | Increase | +7.49% | 800 shares | 52K | $40.49 | 11.48K |
| Q2 2019 | share | Increase | +12.94% | 1.22K shares | 18K | $38.72 | 10.68K |
| Q1 2019 | share | Increase | 0.00% | 9.46K shares | 409K | $41.04 | 9.46K |