BELLEVUE ASSET MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
BELLEVUE ASSET MANAGEMENT, LLC portfolio value:
$20,000
portfolio value
BELLEVUE ASSET 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 | Increase | +0.71% | 2 shares | 2K | $71.87 | 283 |
| Q1 2022 | share | Decrease | -47.77% | -257 shares | -21K | $84.31 | 281 |
| Q4 2021 | share | 0.00% | 0 shares | 6K | $84.48 | 538 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 538 | |
| Q2 2021 | share | 0.00% | 0 shares | 4K | $72.48 | 538 | |
| Q1 2021 | share | 0.00% | 0 shares | 4K | $64.71 | 538 | |
| Q4 2020 | share | 0.00% | 0 shares | 12K | $52.49 | 538 | |
| Q3 2020 | share | Increase | +15.45% | 72 shares | 3K | $35.71 | 538 |
| Q2 2020 | share | 0.00% | 0 shares | -1K | $33.08 | 466 | |
| Q1 2020 | share | Increase | 0.00% | 466 shares | 17K | $32.79 | 466 |