Armor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,127
| Closed | -$300K | – | 167 |
|
|
2021
Q2 | $300K | Hold |
4,127
| – | – | 0.18% | 100 |
|
|
2021
Q1 | $269K | Hold |
4,127
| – | – | 0.17% | 98 |
|
|
2020
Q4 | $219K | Buy |
+4,127
| New | +$219K | 0.15% | 105 |
|
|
2020
Q1 | – | Sell |
-4,562
| Closed | -$217K | – | 151 |
|
|
2019
Q4 | $217K | Sell |
4,562
-279
| -6% | -$13.3K | 0.17% | 102 |
|
|
2019
Q3 | $202K | Buy |
+4,841
| New | +$202K | 0.17% | 99 |
|
|
2019
Q2 | – | Sell |
-4,841
| Closed | -$207K | – | 151 |
|
|
2019
Q1 | $207K | Hold |
4,841
| – | – | 0.18% | 95 |
|
|
2018
Q4 | $201K | Buy |
+4,841
| New | +$201K | 0.2% | 90 |
|