SOA WEALTH ADVISORS, LLC. – The Charles Schwab Corporation Transaction History
SOA WEALTH ADVISORS, LLC. portfolio value:
$73,000
portfolio value
SOA WEALTH ADVISORS, 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 | +0.10% | 1 shares | 9K | $71.87 | 1.02K |
| Q2 2022 | share | Decrease | -2.01% | -21 shares | -24K | $63.18 | 1.02K |
| Q1 2022 | share | Increase | +22.48% | 192 shares | 16K | $84.31 | 1.04K |
| Q4 2021 | share | Increase | +6.75% | 54 shares | 14K | $84.48 | 854 |
| Q3 2021 | share | Increase | +13.96% | 98 shares | 7K | $72.68 | 800 |
| Q2 2021 | share | Decrease | -0.14% | -1 shares | 6K | $72.48 | 702 |
| Q1 2021 | share | Increase | +2.18% | 15 shares | 7K | $64.71 | 703 |
| Q4 2020 | share | Increase | 0.00% | 688 shares | 38K | $52.49 | 688 |