Aspire Private Capital’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 |
-23
| Closed | -$1K | – | 654 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 570 |
|
|
2022
Q1 | $2K | Sell |
23
-9
| -28% | -$783 | ﹤0.01% | 512 |
|
|
2021
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 502 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 477 |
|
|
2020
Q4 | $2K | Buy |
32
+9
| +39% | +$563 | ﹤0.01% | 388 |
|
|
2020
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 441 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$1K | – | 454 |
|
|
2019
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 454 |
|
|
2019
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 432 |
|
|
2019
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 475 |
|
|
2019
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 520 |
|
|
2018
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 488 |
|