SOUDERS FINANCIAL ADVISORS – The Charles Schwab Corporation Transaction History
SOUDERS FINANCIAL ADVISORS portfolio value:
$269,000
portfolio value
SOUDERS FINANCIAL ADVISORS 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 | -0.35% | -13 shares | 32K | $71.87 | 3.74K |
| Q2 2022 | share | Increase | +0.97% | 36 shares | -76K | $63.18 | 3.75K |
| Q1 2022 | share | Increase | +0.73% | 27 shares | 3K | $84.31 | 3.71K |
| Q4 2021 | share | Increase | +0.03% | 1 shares | 41K | $84.48 | 3.69K |
| Q3 2021 | share | Increase | +3.89% | 138 shares | 10K | $72.68 | 3.68K |
| Q2 2021 | share | Increase | +0.31% | 11 shares | 28K | $72.48 | 3.55K |
| Q1 2021 | share | Increase | 0.00% | 3.54K shares | 231K | $64.71 | 3.54K |