DISCIPLINED INVESTMENTS, LLC – The Charles Schwab Corporation Transaction History
DISCIPLINED INVESTMENTS, LLC portfolio value:
$78,000
portfolio value
DISCIPLINED INVESTMENTS, 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 | +4.35% | 45 shares | 13K | $71.87 | 1.08K |
| Q2 2022 | share | Increase | +1400.00% | 966 shares | 59K | $63.18 | 1.03K |
| Q1 2022 | share | Increase | 0.00% | 69 shares | 6K | $84.31 | 69 |
| Q4 2020 | share | Decrease | -100.00% | -60 shares | -2K | $52.49 | 0 |
| Q3 2020 | share | Decrease | -52.76% | -67 shares | -2K | $35.71 | 60 |
| Q2 2020 | share | 0.00% | 0 shares | 0 | $33.08 | 127 | |
| Q1 2020 | share | 0.00% | 0 shares | -2K | $32.79 | 127 | |
| Q4 2019 | share | Increase | 0.00% | 127 shares | 6K | $46.21 | 127 |