POWELL INVESTMENT ADVISORS, LLC – The Charles Schwab Corporation Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$844,000
portfolio value
POWELL INVESTMENT 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 | 0.00% | 0 shares | 102K | $71.87 | 11.73K | |
| Q2 2022 | share | 0.00% | 0 shares | -248K | $63.18 | 11.73K | |
| Q1 2022 | share | Increase | +0.20% | 24 shares | 5K | $84.31 | 11.73K |
| Q4 2021 | share | 0.00% | 0 shares | 132K | $84.48 | 11.71K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 11.71K | |
| Q2 2021 | share | 0.00% | 0 shares | 89K | $72.48 | 11.71K | |
| Q1 2021 | share | 0.00% | 0 shares | 143K | $64.71 | 11.71K | |
| Q4 2020 | share | 0.00% | 0 shares | 197K | $52.49 | 11.71K | |
| Q3 2020 | share | 0.00% | 0 shares | 29K | $35.71 | 11.71K | |
| Q2 2020 | share | 0.00% | 0 shares | 1K | $33.08 | 11.71K | |
| Q1 2020 | share | 0.00% | 0 shares | -163K | $32.79 | 11.71K | |
| Q4 2019 | share | Increase | 0.00% | 11.71K shares | 557K | $46.21 | 11.71K |