CWS FINANCIAL ADVISORS, LLC – The Charles Schwab Corporation Transaction History
CWS FINANCIAL ADVISORS, LLC portfolio value:
$252,000
portfolio value
CWS FINANCIAL 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 | Increase | +2.87% | 98 shares | 36K | $71.87 | 3.51K |
| Q2 2022 | share | Decrease | -0.23% | -8 shares | -72K | $63.18 | 3.41K |
| Q1 2022 | share | Increase | +0.35% | 12 shares | 1K | $84.31 | 3.42K |
| Q4 2021 | share | Decrease | -0.96% | -33 shares | 36K | $84.48 | 3.40K |
| Q2 2021 | share | Decrease | -13.56% | -540 shares | -9K | $72.48 | 3.44K |
| Q1 2021 | share | Increase | +1.43% | 56 shares | 52K | $64.71 | 3.98K |
| Q4 2020 | share | Increase | 0.00% | 3.92K shares | 208K | $52.49 | 3.92K |