Boothe Investment Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-92,944
| Closed | -$6.82M | – | 44 |
|
|
2024
Q2 | $6.82M | Sell |
92,944
-5,671
| -6% | -$416K | 3.16% | 10 |
|
|
2024
Q1 | $7.13M | Buy |
98,615
+373
| +0.4% | +$27K | 3.6% | 12 |
|
|
2023
Q4 | $6.76M | Sell |
98,242
-683
| -0.7% | -$47K | 3.05% | 13 |
|
|
2023
Q3 | $5.43M | Buy |
98,925
+4,204
| +4% | +$231K | 2.73% | 13 |
|
|
2023
Q2 | $5.37M | Buy |
+94,721
| New | +$5.37M | 2.84% | 13 |
|