KATHLEEN S. WRIGHT ASSOCIATES INC. – The Charles Schwab Corporation Transaction History
KATHLEEN S. WRIGHT ASSOCIATES INC. portfolio value:
$274,000
portfolio value
KATHLEEN S. WRIGHT ASSOCIATES INC. 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 | 0.00% | 0 shares | 33K | $71.87 | 3.81K | |
| Q2 2022 | share | Increase | +0.05% | 2 shares | -80K | $63.18 | 3.81K |
| Q1 2022 | share | Decrease | -2.51% | -98 shares | -8K | $84.31 | 3.81K |
| Q4 2021 | share | Increase | 0.00% | 3.90K shares | 329K | $84.48 | 3.90K |