B. Riley Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.27K | Buy |
20,145
+540
| +3% | +$34 | ﹤0.01% | 266 |
|
|
2022
Q1 | $1.65M | Buy |
19,605
+701
| +4% | +$59.1K | 0.13% | 158 |
|
|
2021
Q4 | $1.59M | Buy |
18,904
+137
| +0.7% | +$11.5K | 0.11% | 174 |
|
|
2021
Q3 | $1.37M | Buy |
+18,767
| New | +$1.37M | 0.11% | 186 |
|
|
2014
Q3 | – | Sell |
-97
| Closed | -$2K | – | 1152 |
|
|
2014
Q2 | $2K | Hold |
97
| – | – | ﹤0.01% | 1036 |
|
|
2014
Q1 | $3K | Buy |
+97
| New | +$3K | ﹤0.01% | 970 |
|