Avion Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Buy |
242
+116
| +92% | +$10.5K | 0.01% | 302 |
|
|
2025
Q1 | $9K | Hold |
126
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $9K | Buy |
126
+36
| +40% | +$2.57K | ﹤0.01% | 417 |
|
|
2024
Q3 | $5K | Sell |
90
-30
| -25% | -$1.67K | ﹤0.01% | 534 |
|
|
2024
Q2 | $8K | Buy |
120
+21
| +21% | +$1.4K | ﹤0.01% | 380 |
|
|
2024
Q1 | $8K | Buy |
99
+21
| +27% | +$1.7K | ﹤0.01% | 361 |
|
|
2023
Q4 | $5K | Sell |
78
-1
| -1% | -$64 | ﹤0.01% | 411 |
|
|
2023
Q3 | $3K | Buy |
79
+44
| +126% | +$1.67K | ﹤0.01% | 430 |
|
|
2023
Q2 | $1K | Buy |
35
+4
| +13% | +$114 | ﹤0.01% | 639 |
|
|
2023
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 398 |
|