Arden Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $447K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $931K | Sell |
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|
2022
Q3 | $864K | Sell |
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|
2022
Q2 | $784K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $916K | Buy |
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|
2020
Q4 | $546K | Sell |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $730K | Sell |
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|
2019
Q4 | $1.37M | Sell |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.38M | Buy |
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|
2018
Q4 | $1.23M | Buy |
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|
2018
Q3 | $933K | Buy |
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|
2018
Q2 | $962K | Sell |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $929K | Sell |
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|
2017
Q2 | $983K | Buy |
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|
2017
Q1 | $865K | Sell |
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|
2016
Q4 | $1.24M | Sell |
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|
2016
Q3 | $1.07M | Sell |
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|
2016
Q2 | $1.7K | Buy |
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|
2016
Q1 | $1.84M | Buy |
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|
2015
Q4 | $1.94M | Sell |
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|
2015
Q3 | $1.72M | Buy |
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|
2015
Q2 | $1.84K | Sell |
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|
2015
Q1 | $1.88K | Buy |
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|
2014
Q4 | $1.31M | Sell |
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|
2014
Q3 | $1.32M | Sell |
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|
2014
Q2 | $1.34M | Sell |
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|
2014
Q1 | $1.42M | Sell |
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|
2013
Q4 | $1.46M | Sell |
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|
2013
Q3 | $1.24M | Sell |
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|
2013
Q2 | $1.72M | Buy |
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