Bollard Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.57M | Hold |
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|
2024
Q2 | $1.79M | Sell |
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|
2024
Q1 | $1.84M | Hold |
|
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|
2023
Q4 | $1.75M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $960K | Sell |
|
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.83M | Sell |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $66K | Buy |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $48K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $31K | Buy |
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