BDO Wealth Advisors’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
Q2 | $34.6K | Sell |
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|
2023
Q1 | $52.6K | Buy |
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|
2022
Q4 | $16.7K | Sell |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $38K | Buy |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $2K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $35K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $41K | Hold |
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|
2019
Q1 | $44K | Buy |
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