AGA
Accuvest Global Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,282
| Closed | -$299K | – | 129 |
|
|
2023
Q2 | $299K | Buy |
+5,282
| New | +$299K | 0.15% | 96 |
|
|
2023
Q1 | – | Sell |
-6,344
| Closed | -$528K | – | 142 |
|
|
2022
Q4 | $528K | Buy |
+6,344
| New | +$528K | 0.18% | 86 |
|
|
2021
Q4 | – | Sell |
-3,806
| Closed | -$277K | – | 127 |
|
|
2021
Q3 | $277K | Sell |
3,806
-231
| -6% | -$16.8K | 0.13% | 107 |
|
|
2021
Q2 | $294K | Hold |
4,037
| – | – | 0.15% | 84 |
|
|
2021
Q1 | $263K | Buy |
+4,037
| New | +$263K | 0.14% | 86 |
|
|
2018
Q3 | – | Sell |
-7,330
| Closed | -$375K | – | 145 |
|
|
2018
Q2 | $375K | Buy |
7,330
+7,220
| +6,564% | +$369K | 0.15% | 107 |
|
|
2018
Q1 | $6K | Hold |
110
| – | – | ﹤0.01% | 90 |
|
|
2017
Q4 | $6K | Sell |
110
-12
| -10% | -$655 | ﹤0.01% | 79 |
|
|
2017
Q3 | $5K | Sell |
122
-12,270
| -99% | -$503K | ﹤0.01% | 82 |
|
|
2017
Q2 | $532K | Buy |
12,392
+1,706
| +16% | +$73.2K | 0.18% | 57 |
|
|
2017
Q1 | $436K | Buy |
+10,686
| New | +$436K | 0.14% | 83 |
|