BDO Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $34.6K | Sell |
610
-395
| -39% | -$22.4K | ﹤0.01% | 489 |
|
|
2023
Q1 | $52.6K | Buy |
1,005
+805
| +403% | +$42.2K | 0.01% | 417 |
|
|
2022
Q4 | $16.7K | Sell |
200
-67
| -25% | -$5.58K | ﹤0.01% | 605 |
|
|
2022
Q3 | $19K | Hold |
267
| – | – | ﹤0.01% | 587 |
|
|
2022
Q2 | $17K | Sell |
267
-250
| -48% | -$15.9K | ﹤0.01% | 591 |
|
|
2022
Q1 | $44K | Hold |
517
| – | – | ﹤0.01% | 455 |
|
|
2021
Q4 | $43K | Hold |
517
| – | – | ﹤0.01% | 470 |
|
|
2021
Q3 | $38K | Buy |
517
+200
| +63% | +$14.7K | ﹤0.01% | 488 |
|
|
2021
Q2 | $23K | Hold |
317
| – | – | ﹤0.01% | 596 |
|
|
2021
Q1 | $21K | Hold |
317
| – | – | ﹤0.01% | 612 |
|
|
2020
Q4 | $17K | Buy |
317
+250
| +373% | +$13.4K | ﹤0.01% | 479 |
|
|
2020
Q3 | $2K | Buy |
+67
| New | +$2K | ﹤0.01% | 712 |
|
|
2020
Q2 | – | Sell |
-1,027
| Closed | -$35K | – | 757 |
|
|
2020
Q1 | $35K | Hold |
1,027
| – | – | 0.01% | 371 |
|
|
2019
Q4 | $49K | Hold |
1,027
| – | – | 0.01% | 302 |
|
|
2019
Q3 | $43K | Hold |
1,027
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $41K | Hold |
1,027
| – | – | 0.01% | 324 |
|
|
2019
Q1 | $44K | Buy |
+1,027
| New | +$44K | 0.01% | 294 |
|