Annapolis Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-155
| Closed | -$10K | – | 550 |
|
|
2022
Q2 | $10K | Hold |
155
| – | – | ﹤0.01% | 294 |
|
|
2022
Q1 | $13K | Hold |
155
| – | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $13K | Sell |
155
-210
| -58% | -$17.6K | ﹤0.01% | 295 |
|
|
2021
Q3 | $27K | Buy |
365
+210
| +135% | +$15.5K | 0.01% | 220 |
|
|
2021
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $10K | Buy |
155
+1
| +0.6% | +$65 | ﹤0.01% | 255 |
|
|
2020
Q4 | $8K | Buy |
+154
| New | +$8K | ﹤0.01% | 272 |
|