BAKER TILLY WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$782,000
portfolio value
BAKER TILLY 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 | Increase | +0.35% | 38 shares | 97K | $71.87 | 10.87K |
| Q2 2022 | share | Increase | +39.80% | 3.08K shares | 31K | $63.18 | 10.83K |
| Q1 2022 | share | Increase | +2.59% | 196 shares | 18K | $84.31 | 7.75K |
| Q4 2021 | share | Increase | +0.53% | 40 shares | 88K | $84.48 | 7.55K |
| Q3 2021 | share | Increase | +73.96% | 3.19K shares | 233K | $72.68 | 7.51K |
| Q2 2021 | share | Decrease | -17.65% | -926 shares | 37K | $72.48 | 4.32K |
| Q4 2020 | share | Increase | 0.00% | 5.24K shares | 278K | $52.49 | 5.24K |