Artemis Wealth 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
Q4 | – | Sell |
-31
| Closed | -$2.24K | – | 88 |
|
|
2021
Q3 | $2.24K | Hold |
31
| – | – | ﹤0.01% | 74 |
|
|
2021
Q2 | $2.23K | Hold |
31
| – | – | ﹤0.01% | 72 |
|
|
2021
Q1 | $1.99K | Buy |
31
+1
| +3% | +$64 | ﹤0.01% | 75 |
|
|
2020
Q4 | $1.62K | Hold |
30
| – | – | ﹤0.01% | 59 |
|
|
2020
Q3 | $1.1K | Hold |
30
| – | – | ﹤0.01% | 79 |
|
|
2020
Q2 | $1.02K | Buy |
+30
| New | +$1.02K | ﹤0.01% | 54 |
|