SCULATI WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
SCULATI WEALTH MANAGEMENT, LLC portfolio value:
$2.94M
portfolio value
SCULATI 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 | Increase | +0.62% | 254 shares | 372K | $71.87 | 40.92K |
| Q2 2022 | share | Increase | +0.82% | 330 shares | -832K | $63.18 | 40.66K |
| Q1 2022 | share | Increase | +1.54% | 611 shares | 60K | $84.31 | 40.33K |
| Q4 2021 | share | Increase | +0.88% | 346 shares | 473K | $84.48 | 39.72K |
| Q3 2021 | share | Increase | +0.44% | 172 shares | 13K | $72.68 | 39.37K |
| Q2 2021 | share | Increase | +0.27% | 105 shares | 306K | $72.48 | 39.20K |
| Q1 2021 | share | Decrease | -3.47% | -1.40K shares | 401K | $64.71 | 39.10K |
| Q4 2020 | share | Increase | +0.65% | 262 shares | 690K | $52.49 | 40.50K |
| Q3 2020 | share | Increase | +3.83% | 1.48K shares | 150K | $35.71 | 40.24K |
| Q2 2020 | share | Increase | +63.52% | 15.05K shares | 511K | $33.08 | 38.76K |
| Q1 2020 | share | Increase | 0.00% | 23.70K shares | 797K | $32.79 | 23.70K |