BELLWETHER ADVISORS, LLC – The Charles Schwab Corporation Transaction History
BELLWETHER ADVISORS, LLC portfolio value:
$165,000
portfolio value
BELLWETHER ADVISORS, 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 | 0.00% | 0 shares | 20K | $71.87 | 2.30K | |
| Q2 2022 | share | 0.00% | 0 shares | -49K | $63.18 | 2.30K | |
| Q1 2022 | share | Decrease | -70.24% | -5.45K shares | -458K | $84.31 | 2.30K |
| Q4 2021 | share | Increase | +7660.00% | 7.66K shares | 645K | $84.48 | 7.76K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $72.68 | 100 | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $72.48 | 100 | |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $64.71 | 100 | |
| Q4 2020 | share | Increase | 0.00% | 100 shares | 5K | $52.49 | 100 |