AMR
Asset Management Resources’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,942
| Closed | -$206K | – | 61 |
|
|
2023
Q1 | $206K | Sell |
3,942
-1,275
| -24% | -$66.8K | 0.13% | 56 |
|
|
2022
Q4 | $434K | Buy |
5,217
+92
| +2% | +$7.66K | 0.3% | 29 |
|
|
2022
Q3 | $368K | Buy |
5,125
+43
| +0.8% | +$3.09K | 0.36% | 31 |
|
|
2022
Q2 | $321K | Sell |
5,082
-131
| -3% | -$8.27K | 0.27% | 31 |
|
|
2022
Q1 | $440K | Sell |
5,213
-664
| -11% | -$56K | 0.36% | 28 |
|
|
2021
Q4 | $494K | Buy |
+5,877
| New | +$494K | 0.43% | 25 |
|