American Portfolios Advisors’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 | $886K | Buy |
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|
2022
Q2 | $344K | Sell |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $301K | Sell |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $170K | Sell |
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|
2020
Q3 | $319K | Buy |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $536K | Buy |
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|
2019
Q3 | $451K | Sell |
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|
2019
Q2 | $533K | Buy |
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|
2019
Q1 | $448K | Buy |
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|
2018
Q4 | $66.7K | Sell |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $426K | Buy |
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|
2018
Q1 | $386K | Buy |
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|
2017
Q4 | $335K | Buy |
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