Armstrong Advisory Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-91
| Closed | -$6.71K | – | 830 |
|
|
2024
Q2 | $6.71K | Sell |
91
-141
| -61% | -$10.4K | ﹤0.01% | 629 |
|
|
2024
Q1 | $16K | Hold |
232
| – | – | ﹤0.01% | 512 |
|
|
2023
Q4 | $16K | Hold |
232
| – | – | ﹤0.01% | 512 |
|
|
2023
Q3 | $12.7K | Sell |
232
-86
| -27% | -$4.72K | ﹤0.01% | 561 |
|
|
2023
Q2 | $18K | Hold |
318
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $16.7K | Buy |
+318
| New | +$16.7K | ﹤0.01% | 503 |
|