BORDEAUX WEALTH ADVISORS LLC – The Charles Schwab Corporation Transaction History
BORDEAUX WEALTH ADVISORS LLC portfolio value:
$827,000
portfolio value
BORDEAUX WEALTH 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 | Decrease | -2.28% | -268 shares | 83K | $71.87 | 11.51K |
| Q2 2022 | share | Decrease | -7.13% | -905 shares | -326K | $63.18 | 11.77K |
| Q1 2022 | share | Increase | +1.22% | 153 shares | 16K | $84.31 | 12.68K |
| Q4 2021 | share | Increase | 0.00% | 12.53K shares | 1.05M | $84.48 | 12.53K |