CAROLINAS WEALTH CONSULTING LLC – The Charles Schwab Corporation Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$222,000
portfolio value
CAROLINAS WEALTH CONSULTING 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 | Decrease | -1.09% | -34 shares | 25K | $71.87 | 3.08K |
| Q2 2022 | share | Increase | +1.89% | 58 shares | -61K | $63.18 | 3.11K |
| Q1 2022 | share | Decrease | -3.16% | -100 shares | -8K | $84.31 | 3.06K |
| Q4 2021 | share | Decrease | -8.51% | -294 shares | 14K | $84.48 | 3.16K |
| Q3 2021 | share | Decrease | -23.65% | -1.07K shares | -78K | $72.68 | 3.45K |
| Q2 2021 | share | Increase | +0.22% | 10 shares | 36K | $72.48 | 4.52K |
| Q1 2021 | share | Decrease | -30.63% | -1.99K shares | -51K | $64.71 | 4.51K |
| Q4 2020 | share | Increase | +3.66% | 230 shares | 118K | $52.49 | 6.50K |
| Q3 2020 | share | Increase | +45.62% | 1.96K shares | 82K | $35.71 | 6.27K |
| Q2 2020 | share | Increase | 0.00% | 4.31K shares | 145K | $33.08 | 4.31K |