BI
Berkeley Inc’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,053
| Closed | -$219K | – | 82 |
|
|
2022
Q3 | $219K | Sell |
3,053
-214
| -7% | -$15.4K | 0.18% | 71 |
|
|
2022
Q2 | $206K | Buy |
3,267
+283
| +9% | +$17.9K | 0.17% | 81 |
|
|
2022
Q1 | $252K | Buy |
2,984
+4
| +0.1% | +$337 | 0.18% | 83 |
|
|
2021
Q4 | $251K | Hold |
2,980
| – | – | 0.17% | 82 |
|
|
2021
Q3 | $217K | Buy |
2,980
+4
| +0.1% | +$291 | 0.16% | 80 |
|
|
2021
Q2 | $217K | Buy |
+2,976
| New | +$217K | 0.16% | 79 |
|