CAROLINA WEALTH ADVISORS, LLC – The Charles Schwab Corporation Transaction History
CAROLINA WEALTH ADVISORS, LLC portfolio value:
$30,000
portfolio value
CAROLINA 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 | 4K | $71.87 | 415 | |
| Q2 2022 | share | 0.00% | 0 shares | -9K | $63.18 | 415 | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $84.31 | 415 | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | $84.48 | 415 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 415 | |
| Q2 2021 | share | Decrease | -19.42% | -100 shares | -4K | $72.48 | 415 |
| Q1 2021 | share | Increase | +87.27% | 240 shares | 19K | $64.71 | 515 |
| Q4 2020 | share | 0.00% | 0 shares | 5K | $52.49 | 275 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $35.71 | 275 | |
| Q2 2020 | share | Increase | +83.33% | 125 shares | 4K | $33.08 | 275 |
| Q1 2020 | share | 0.00% | 0 shares | -2K | $32.79 | 150 | |
| Q4 2019 | share | Increase | 0.00% | 150 shares | 7K | $46.21 | 150 |