LEGACY WEALTH ASSET MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$793,000
portfolio value
LEGACY WEALTH ASSET 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 | -22.00% | -3.11K shares | -101K | $71.87 | 11.03K |
| Q2 2022 | share | Increase | +0.67% | 94 shares | -291K | $63.18 | 14.14K |
| Q1 2022 | share | Decrease | -3.98% | -582 shares | -46K | $84.31 | 14.05K |
| Q4 2021 | share | Decrease | -1.88% | -281 shares | 145K | $84.48 | 14.63K |
| Q3 2021 | share | Decrease | -0.92% | -138 shares | -10K | $72.68 | 14.91K |
| Q2 2021 | share | Decrease | -11.03% | -1.86K shares | -7K | $72.48 | 15.05K |
| Q1 2021 | share | Decrease | -0.40% | -68 shares | 202K | $64.71 | 16.92K |
| Q4 2020 | share | Increase | 0.00% | 16.98K shares | 901K | $52.49 | 16.98K |