HIGHMARK WEALTH MANAGEMENT LLC – The Charles Schwab Corporation Transaction History
HIGHMARK WEALTH MANAGEMENT LLC portfolio value:
$12,000
portfolio value
HIGHMARK 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 | 1K | $71.87 | 170 | |
| Q2 2022 | share | Increase | +18.88% | 27 shares | -1K | $63.18 | 170 |
| Q1 2022 | share | Decrease | -16.86% | -29 shares | -2K | $84.31 | 143 |
| Q4 2021 | share | Increase | +13.16% | 20 shares | 3K | $84.48 | 172 |
| Q3 2021 | share | Increase | +16.03% | 21 shares | 1K | $72.68 | 152 |
| Q2 2021 | share | Increase | 0.00% | 131 shares | 10K | $72.48 | 131 |