MADISON WEALTH MANAGEMENT – The Charles Schwab Corporation Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$8.17M
portfolio value
MADISON WEALTH MANAGEMENT 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 | +2.46% | 2.72K shares | 1.16M | $71.87 | 113.70K |
| Q2 2022 | share | Increase | +0.26% | 291 shares | -2.32M | $63.18 | 110.97K |
| Q1 2022 | share | Increase | +0.53% | 587 shares | 73K | $84.31 | 110.68K |
| Q4 2021 | share | Increase | +0.56% | 613 shares | 1.28M | $84.48 | 110.09K |
| Q3 2021 | share | Increase | +1.23% | 1.33K shares | 101K | $72.68 | 109.48K |
| Q2 2021 | share | Increase | +1.26% | 1.35K shares | 913K | $72.48 | 108.15K |
| Q1 2021 | share | Increase | +36.71% | 28.67K shares | 2.81M | $64.71 | 106.8K |
| Q4 2020 | share | Increase | +3.85% | 2.89K shares | 1.41M | $52.49 | 78.12K |
| Q3 2020 | share | Increase | +9.71% | 6.65K shares | 411K | $35.71 | 75.22K |
| Q2 2020 | share | Increase | +239.43% | 48.37K shares | 1.63M | $33.08 | 68.57K |
| Q1 2020 | share | Decrease | -5.58% | -1.19K shares | -339K | $32.79 | 20.20K |
| Q4 2019 | share | Increase | 0.00% | 21.39K shares | 1.01M | $46.21 | 21.39K |