MARKS GROUP WEALTH MANAGEMENT, INC – The Charles Schwab Corporation Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$409,000
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC 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 | +1.21% | 68 shares | 54K | $71.87 | 5.68K |
| Q2 2022 | share | Increase | +5.50% | 293 shares | -94K | $63.18 | 5.61K |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $84.31 | 5.32K | |
| Q4 2021 | share | Increase | +2.88% | 149 shares | -6K | $84.48 | 5.32K |
| Q3 2021 | share | Increase | +67.38% | 2.08K shares | 152K | $72.68 | 5.17K |
| Q2 2021 | share | 0.00% | 0 shares | 23K | $72.48 | 3.09K | |
| Q1 2021 | share | Increase | 0.00% | 3.09K shares | 202K | $64.71 | 3.09K |
| Q1 2020 | share | Decrease | -100.00% | -4.46K shares | -212K | $32.79 | 0 |
| Q4 2019 | share | Increase | 0.00% | 4.46K shares | 212K | $46.21 | 4.46K |