MARSHALL FINANCIAL GROUP LLC – The Charles Schwab Corporation Transaction History
MARSHALL FINANCIAL GROUP LLC portfolio value:
$266,000
portfolio value
MARSHALL FINANCIAL GROUP 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 | -7.26% | -290 shares | 13K | $71.87 | 3.70K |
| Q2 2022 | share | Decrease | -22.67% | -1.17K shares | -183K | $63.18 | 3.99K |
| Q1 2022 | share | Increase | +0.02% | 1 shares | 1K | $84.31 | 5.16K |
| Q4 2021 | share | Increase | +82.68% | 2.33K shares | 229K | $84.48 | 5.16K |
| Q3 2021 | share | Increase | +0.64% | 18 shares | 1K | $72.68 | 2.82K |
| Q2 2021 | share | Decrease | -9.93% | -310 shares | 2K | $72.48 | 2.81K |
| Q1 2021 | share | Increase | 0.00% | 3.12K shares | 203K | $64.71 | 3.12K |