JEPPSON WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$206,000
portfolio value
JEPPSON WEALTH MANAGEMENT, 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 | -15.11% | -510 shares | -7K | $71.87 | 2.86K |
| Q2 2022 | share | Decrease | -4.74% | -168 shares | -85K | $63.18 | 3.37K |
| Q1 2022 | share | Decrease | -25.84% | -1.23K shares | -104K | $84.31 | 3.54K |
| Q4 2021 | share | Decrease | -1.04% | -50 shares | 51K | $84.48 | 4.77K |
| Q3 2021 | share | Increase | +0.21% | 10 shares | 1K | $72.68 | 4.82K |
| Q2 2021 | share | Decrease | -3.02% | -150 shares | 27K | $72.48 | 4.81K |
| Q1 2021 | share | Decrease | -9.23% | -505 shares | 33K | $64.71 | 4.96K |
| Q4 2020 | share | Increase | +29.90% | 1.26K shares | 137K | $52.49 | 5.47K |
| Q3 2020 | share | Increase | 0.00% | 4.21K shares | 153K | $35.71 | 4.21K |