Atlas Private Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $304K | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $316K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $182K | Buy |
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|
2020
Q3 | $107K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Buy |
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