ARBOR TRUST WEALTH ADVISORS, LLC – The Charles Schwab Corporation Transaction History
ARBOR TRUST WEALTH ADVISORS, LLC portfolio value:
$859,000
portfolio value
ARBOR TRUST 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 | Decrease | -2.24% | -274 shares | 88K | $71.87 | 11.93K |
| Q2 2022 | share | Increase | +5.50% | 637 shares | -205K | $63.18 | 12.20K |
| Q1 2022 | share | Decrease | -6.42% | -794 shares | -64K | $84.31 | 11.57K |
| Q4 2021 | share | Decrease | -0.47% | -59 shares | 135K | $84.48 | 12.36K |
| Q3 2021 | share | Decrease | -4.29% | -557 shares | -40K | $72.68 | 12.42K |
| Q2 2021 | share | Decrease | -2.24% | -298 shares | 74K | $72.48 | 12.98K |
| Q1 2021 | share | Decrease | -1.33% | -179 shares | 157K | $64.71 | 13.28K |
| Q4 2020 | share | Increase | +4.81% | 618 shares | 249K | $52.49 | 13.45K |
| Q3 2020 | share | Decrease | -19.57% | -3.12K shares | -74K | $35.71 | 12.84K |
| Q2 2020 | share | Increase | +3.94% | 605 shares | 23K | $33.08 | 15.96K |
| Q1 2020 | share | Decrease | -11.02% | -1.90K shares | -305K | $32.79 | 15.36K |
| Q4 2019 | share | Increase | 0.00% | 17.26K shares | 821K | $46.21 | 17.26K |