Bensler’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 |
-21,576
| Closed | -$1.22M | – | 159 |
|
|
2023
Q2 | $1.22M | Sell |
21,576
-59
| -0.3% | -$3.34K | 0.23% | 90 |
|
|
2023
Q1 | $1.13M | Buy |
21,635
+1,920
| +10% | +$101K | 0.23% | 91 |
|
|
2022
Q4 | $1.64M | Buy |
19,715
+628
| +3% | +$52.3K | 0.36% | 77 |
|
|
2022
Q3 | $1.37M | Buy |
+19,087
| New | +$1.37M | 0.33% | 84 |
|