WORTH ASSET MANAGEMENT, LLC – The Charles Schwab Corporation Transaction History
WORTH ASSET MANAGEMENT, LLC portfolio value:
$36,000
portfolio value
WORTH 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 | 0.00% | 0 shares | 4K | $71.87 | 500 | |
| Q2 2022 | share | 0.00% | 0 shares | 0 | $63.18 | 500 | |
| Q1 2022 | share | Increase | 0.00% | 500 shares | 32K | $84.31 | 500 |