FORUM FINANCIAL MANAGEMENT, LP – The Charles Schwab Corporation Transaction History
FORUM FINANCIAL MANAGEMENT, LP portfolio value:
$920,000
portfolio value
FORUM FINANCIAL MANAGEMENT, LP 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 | -0.32% | -41 shares | 109K | $71.87 | 12.79K |
| Q2 2022 | share | Increase | +0.27% | 34 shares | -268K | $63.18 | 12.83K |
| Q1 2022 | share | Increase | +0.56% | 71 shares | 8K | $84.31 | 12.80K |
| Q4 2021 | share | Increase | 0.00% | 12.73K shares | 1.07M | $84.48 | 12.73K |