Accel Wealth 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
Q2 | – | Sell |
-20
| Closed | -$1.05K | – | 731 |
|
|
2023
Q1 | $1.05K | Buy |
+20
| New | +$1.05K | ﹤0.01% | 1166 |
|
|
2022
Q2 | – | Sell |
-128
| Closed | -$11K | – | 1066 |
|
|
2022
Q1 | $11K | Hold |
128
| – | – | 0.01% | 696 |
|
|
2021
Q4 | $11K | Hold |
128
| – | – | 0.01% | 705 |
|
|
2021
Q3 | $9K | Hold |
128
| – | – | 0.01% | 666 |
|
|
2021
Q2 | $9K | Sell |
128
-80
| -38% | -$5.63K | 0.01% | 715 |
|
|
2021
Q1 | $14K | Buy |
208
+128
| +160% | +$8.62K | 0.01% | 596 |
|
|
2020
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 738 |
|