1623 Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $13.4M | Buy |
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|
2024
Q1 | $13.1M | Sell |
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|
2023
Q4 | $13.5M | Hold |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $8.09M | Buy |
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|
2022
Q4 | $9.29M | Buy |
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|
2022
Q3 | $7.59M | Buy |
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|
2022
Q2 | $6.63M | Hold |
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|
2022
Q1 | $8.85M | Hold |
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|
2021
Q4 | $8.83M | Hold |
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|
2021
Q3 | $7.65M | Hold |
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|
2021
Q2 | $7.64M | Hold |
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|
2021
Q1 | $6.84M | Hold |
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|
2020
Q4 | $5.57M | Hold |
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|
2020
Q3 | $3.8M | Hold |
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|
2020
Q2 | $3.54M | Buy |
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|
2020
Q1 | $3.38M | Buy |
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|
2019
Q4 | $4.22M | Buy |
|