Boston Financial Management’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 | $321K | Buy |
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|
2024
Q3 | $280K | Sell |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $471K | Sell |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $744K | Buy |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $677K | Hold |
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|
2021
Q3 | $587K | Hold |
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|
2021
Q2 | $586K | Hold |
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|
2021
Q1 | $525K | Sell |
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|
2020
Q4 | $472K | Hold |
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|
2020
Q3 | $323K | Hold |
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|
2020
Q2 | $300K | Hold |
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|
2020
Q1 | $299K | Buy |
|