America First Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-325
| Closed | -$22.4K | – | 96 |
|
|
2023
Q4 | $22.4K | Sell |
325
-340
| -51% | -$23.4K | 0.01% | 77 |
|
|
2023
Q3 | $36.5K | Hold |
665
| – | – | 0.01% | 61 |
|
|
2023
Q2 | $37.7K | Sell |
665
-335
| -34% | -$19K | 0.01% | 62 |
|
|
2023
Q1 | $52.4K | Hold |
1,000
| – | – | 0.02% | 54 |
|
|
2022
Q4 | $83K | Hold |
1,000
| – | – | 0.02% | 46 |
|
|
2022
Q3 | $72K | Hold |
1,000
| – | – | 0.03% | 42 |
|
|
2022
Q2 | $63K | Hold |
1,000
| – | – | 0.02% | 47 |
|
|
2022
Q1 | $84K | Hold |
1,000
| – | – | 0.02% | 46 |
|
|
2021
Q4 | $84K | Sell |
1,000
-408
| -29% | -$34.3K | 0.02% | 45 |
|
|
2021
Q3 | $103K | Hold |
1,408
| – | – | 0.03% | 45 |
|
|
2021
Q2 | $103K | Hold |
1,408
| – | – | 0.03% | 47 |
|
|
2021
Q1 | $92K | Hold |
1,408
| – | – | 0.03% | 48 |
|
|
2020
Q4 | $75K | Buy |
+1,408
| New | +$75K | 0.02% | 50 |
|
|
2018
Q1 | – | Sell |
-278
| Closed | -$14K | – | 119 |
|
|
2017
Q4 | $14K | Buy |
+278
| New | +$14K | ﹤0.01% | 82 |
|