Absolute Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,700
| Closed | -$308K | – | 80 |
|
|
2022
Q4 | $308K | Hold |
3,700
| – | – | 0.34% | 58 |
|
|
2022
Q3 | $266K | Buy |
3,700
+300
| +9% | +$21.6K | 0.35% | 48 |
|
|
2022
Q2 | $215K | Sell |
3,400
-8,800
| -72% | -$556K | 0.34% | 45 |
|
|
2022
Q1 | $1.03M | Buy |
12,200
+3,500
| +40% | +$295K | 1.23% | 31 |
|
|
2021
Q4 | $732K | Buy |
+8,700
| New | +$732K | 0.68% | 43 |
|