Belvedere Trading’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,248
| Closed | -$70.7K | – | 406 |
|
|
2023
Q2 | $70.7K | Sell |
1,248
-1,261
| -50% | -$71.5K | ﹤0.01% | 125 |
|
|
2023
Q1 | $131K | Buy |
+2,509
| New | +$131K | ﹤0.01% | 100 |
|
|
2021
Q3 | – | Sell |
-7,295
| Closed | -$496K | – | 337 |
|
|
2021
Q2 | $496K | Buy |
+7,295
| New | +$496K | 0.04% | 43 |
|
|
2021
Q1 | – | Sell |
-19,385
| Closed | -$1.03M | – | 206 |
|
|
2020
Q4 | $1.03M | Buy |
+19,385
| New | +$1.03M | 0.04% | 25 |
|
|
2015
Q1 | – | Sell |
-25,880
| Closed | -$781K | – | 271 |
|
|
2014
Q4 | $781K | Buy |
+25,880
| New | +$781K | 0.01% | 127 |
|