WEALTH ALLIANCE – The Charles Schwab Corporation Transaction History
WEALTH ALLIANCE portfolio value:
$1.49M
portfolio value
WEALTH ALLIANCE 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 | Increase | +0.99% | 204 shares | 194K | $71.87 | 20.83K |
| Q2 2022 | share | Increase | +6.87% | 1.18K shares | -289K | $63.18 | 18.44K |
| Q1 2022 | share | Decrease | -3.72% | -666 shares | -53K | $84.31 | 17.25K |
| Q4 2021 | share | Increase | +2.45% | 429 shares | 233K | $84.48 | 17.92K |
| Q3 2021 | share | Decrease | -2.48% | -444 shares | -32K | $72.68 | 17.49K |
| Q2 2021 | share | Decrease | -3.14% | -581 shares | 99K | $72.48 | 17.93K |
| Q1 2021 | share | Decrease | -11.17% | -2.32K shares | 101K | $64.71 | 18.51K |
| Q4 2020 | share | Increase | +4.43% | 885 shares | 383K | $52.49 | 20.84K |
| Q3 2020 | share | Decrease | -3.32% | -686 shares | 26K | $35.71 | 19.96K |
| Q2 2020 | share | Increase | +29.87% | 4.74K shares | 163K | $33.08 | 20.64K |
| Q1 2020 | share | Increase | +34.00% | 4.03K shares | -30K | $32.79 | 15.89K |
| Q4 2019 | share | Increase | 0.00% | 11.86K shares | 564K | $46.21 | 11.86K |