Better Money Decisions’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-866
| Closed | -$55K | – | 365 |
|
|
2022
Q2 | $55K | Buy |
+866
| New | +$55K | 0.05% | 137 |
|
|
2021
Q4 | – | Sell |
-71
| Closed | -$5K | – | 474 |
|
|
2021
Q3 | $5K | Hold |
71
| – | – | ﹤0.01% | 521 |
|
|
2021
Q2 | $5K | Hold |
71
| – | – | ﹤0.01% | 509 |
|
|
2021
Q1 | $5K | Buy |
+71
| New | +$5K | 0.01% | 455 |
|