ATTICUS WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
ATTICUS WEALTH MANAGEMENT, LLC portfolio value:
$475,000
portfolio value
ATTICUS WEALTH MANAGEMENT, 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 | 0 | $71.87 | 7.52K | |
| Q2 2022 | share | Decrease | -3.28% | -255 shares | -181K | $63.18 | 7.52K |
| Q1 2022 | share | Decrease | -1.31% | -103 shares | -7K | $84.31 | 7.77K |
| Q4 2021 | share | Increase | +32.82% | 1.94K shares | 231K | $84.48 | 7.88K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 5.93K | |
| Q2 2021 | share | 0.00% | 0 shares | 45K | $72.48 | 5.93K | |
| Q1 2021 | share | 0.00% | 0 shares | 72K | $64.71 | 5.93K | |
| Q4 2020 | share | 0.00% | 0 shares | 100K | $52.49 | 5.93K | |
| Q3 2020 | share | Decrease | -4.95% | -309 shares | 4K | $35.71 | 5.93K |
| Q2 2020 | share | 0.00% | 0 shares | 1K | $33.08 | 6.24K | |
| Q1 2020 | share | 0.00% | 0 shares | -87K | $32.79 | 6.24K | |
| Q4 2019 | share | Increase | 0.00% | 6.24K shares | 297K | $46.21 | 6.24K |