Avalon Investment & Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $29.7M | Buy |
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|
2022
Q3 | $25.2M | Buy |
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|
2022
Q2 | $504K | Sell |
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|
2022
Q1 | $717K | Sell |
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|
2021
Q4 | $769K | Sell |
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|
2021
Q3 | $763K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $937K | Sell |
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|
2020
Q4 | $780K | Sell |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $572K | Buy |
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|
2019
Q4 | $572K | Buy |
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|
2019
Q3 | $418K | Buy |
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