RMR WEALTH BUILDERS – The Charles Schwab Corporation Transaction History
RMR WEALTH BUILDERS portfolio value:
$474,000
portfolio value
RMR WEALTH BUILDERS 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 | +3.86% | 245 shares | 73K | $71.87 | 6.59K |
| Q2 2022 | share | Increase | +3.17% | 195 shares | -118K | $63.18 | 6.35K |
| Q1 2022 | share | Increase | 0.00% | 6.15K shares | 519K | $84.31 | 6.15K |
| Q4 2021 | share | Decrease | -100.00% | -9.57K shares | -697K | $84.48 | 0 |
| Q3 2021 | share | Increase | +0.01% | 1 shares | 0 | $72.68 | 9.57K |
| Q2 2021 | share | Decrease | -12.14% | -1.32K shares | -13K | $72.48 | 9.57K |
| Q1 2021 | share | Increase | +0.29% | 31 shares | 134K | $64.71 | 10.89K |
| Q4 2020 | share | Increase | +13.52% | 1.29K shares | 229K | $52.49 | 10.86K |
| Q3 2020 | share | Increase | +4.64% | 424 shares | 38K | $35.71 | 9.56K |
| Q2 2020 | share | Increase | +54.67% | 3.23K shares | 28K | $33.08 | 9.14K |
| Q4 2019 | share | Increase | 0.00% | 5.91K shares | 281K | $46.21 | 5.91K |