ACG Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.66M | Buy |
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|
2022
Q2 | $3.18M | Buy |
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|
2022
Q1 | $3.77M | Sell |
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|
2021
Q4 | $4.2M | Sell |
|
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|
2021
Q3 | $3.7M | Buy |
|
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|
2021
Q2 | $3.65M | Buy |
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|
2021
Q1 | $2.97M | Buy |
|
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|
2020
Q4 | $2.18M | Buy |
|
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $297K | Sell |
|
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|
2020
Q1 | $1.37M | Buy |
|
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $4.14M | Buy |
|
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|
2019
Q1 | $3.5M | Buy |
|