HFR WEALTH MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
HFR WEALTH MANAGEMENT, LLC portfolio value:
$10.38M
portfolio value
HFR 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 | Decrease | -1.39% | -2.04K shares | 1.12M | $71.87 | 144.53K |
| Q2 2022 | share | Increase | +21.94% | 26.37K shares | -873K | $63.18 | 146.57K |
| Q1 2022 | share | Decrease | -20.45% | -30.90K shares | -2.57M | $84.31 | 120.20K |
| Q4 2021 | share | Increase | +2.72% | 4.00K shares | 1.99M | $84.48 | 151.11K |
| Q3 2021 | share | Increase | +0.44% | 651 shares | 51K | $72.68 | 147.10K |
| Q2 2021 | share | Increase | 0.00% | 146.45K shares | 10.66M | $72.48 | 146.45K |