ACCRETIVE WEALTH PARTNERS, LLC – The Charles Schwab Corporation Transaction History
ACCRETIVE WEALTH PARTNERS, LLC portfolio value:
$1.47M
portfolio value
ACCRETIVE WEALTH PARTNERS, 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 | -1.01% | -209 shares | 165K | $71.87 | 20.51K |
| Q2 2022 | share | Increase | +0.81% | 166 shares | -424K | $63.18 | 20.72K |
| Q1 2022 | share | Increase | +0.36% | 74 shares | 11K | $84.31 | 20.56K |
| Q4 2021 | share | Increase | +0.26% | 53 shares | 235K | $84.48 | 20.48K |
| Q3 2021 | share | Increase | +2.67% | 531 shares | 39K | $72.68 | 20.43K |
| Q2 2021 | share | Increase | +8.26% | 1.51K shares | 251K | $72.48 | 19.90K |
| Q1 2021 | share | Increase | +5.32% | 928 shares | 272K | $64.71 | 18.38K |
| Q4 2020 | share | Increase | 0.00% | 17.45K shares | 926K | $52.49 | 17.45K |