GOALVEST ADVISORY LLC – The Charles Schwab Corporation Transaction History
GOALVEST ADVISORY LLC portfolio value:
$4,000
portfolio value
GOALVEST ADVISORY 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 | -98.54% | -4.19K shares | -266K | $71.87 | 62 |
| Q2 2022 | share | Increase | +0.97% | 41 shares | -86K | $63.18 | 4.25K |
| Q1 2022 | share | Increase | +9.84% | 378 shares | 76K | $84.31 | 4.21K |
| Q2 2021 | share | Increase | +7.62% | 272 shares | 47K | $72.48 | 3.84K |
| Q1 2021 | share | Increase | 0.00% | 3.56K shares | 233K | $64.71 | 3.56K |