CURATED WEALTH PARTNERS LLC – The Charles Schwab Corporation Transaction History
CURATED WEALTH PARTNERS LLC portfolio value:
$223,000
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% | 3.11K shares | 223K | $71.87 | 3.11K |
| Q4 2021 | share | Decrease | -100.00% | -5.25K shares | -383K | $84.48 | 0 |
| Q3 2021 | share | Decrease | -7.04% | -398 shares | -29K | $72.68 | 5.25K |
| Q2 2021 | share | Increase | +17.35% | 836 shares | 98K | $72.48 | 5.65K |
| Q1 2021 | share | Decrease | -25.08% | -1.61K shares | -27K | $64.71 | 4.81K |
| Q4 2020 | share | Increase | 0.00% | 6.43K shares | 341K | $52.49 | 6.43K |