Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $75.8K | Buy |
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|
2023
Q3 | $60.1K | Buy |
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|
2023
Q2 | $61.8K | Buy |
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|
2023
Q1 | $56.8K | Buy |
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|
2022
Q4 | $89K | Sell |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $79K | Buy |
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|
2022
Q1 | $105K | Buy |
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|
2021
Q4 | $104K | Buy |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $85K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $61K | Buy |
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|
2020
Q3 | $42K | Buy |
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|
2020
Q2 | $39K | Buy |
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|
2020
Q1 | $38K | Sell |
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|
2019
Q4 | $64K | Sell |
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|
2019
Q3 | $61K | Buy |
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|
2019
Q2 | $59K | Sell |
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|
2019
Q1 | $76K | Buy |
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|
2018
Q4 | $81K | Buy |
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|
2018
Q3 | $75K | Buy |
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|
2018
Q2 | $61K | Buy |
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|
2018
Q1 | $61K | Sell |
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|
2017
Q4 | $73K | Buy |
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