Berman Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $403K | Buy |
5,545
+1,977
| +55% | +$144K | 0.06% | 158 |
|
|
2021
Q2 | $259K | Buy |
3,568
+873
| +32% | +$63.4K | 0.04% | 193 |
|
|
2021
Q1 | $175K | Buy |
2,695
+270
| +11% | +$17.5K | 0.04% | 206 |
|
|
2020
Q4 | $128K | Buy |
2,425
+1,120
| +86% | +$59.1K | 0.03% | 218 |
|
|
2020
Q3 | $46K | Buy |
1,305
+82
| +7% | +$2.89K | 0.01% | 365 |
|
|
2020
Q2 | $40K | Buy |
1,223
+68
| +6% | +$2.22K | 0.01% | 376 |
|
|
2020
Q1 | $37K | Sell |
1,155
-13
| -1% | -$416 | 0.01% | 354 |
|
|
2019
Q4 | $55K | Buy |
1,168
+235
| +25% | +$11.1K | 0.02% | 312 |
|
|
2019
Q3 | $39K | Sell |
933
-512
| -35% | -$21.4K | 0.01% | 356 |
|
|
2019
Q2 | $58K | Buy |
1,445
+399
| +38% | +$16K | 0.02% | 282 |
|
|
2019
Q1 | $44K | Buy |
1,046
+756
| +261% | +$31.8K | 0.01% | 295 |
|
|
2018
Q4 | $11K | Buy |
+290
| New | +$11K | ﹤0.01% | 493 |
|