Braun Stacey Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-70,510
| Closed | -$5.87M | – | 134 |
|
|
2022
Q4 | $5.87M | Buy |
+70,510
| New | +$5.87M | 0.33% | 94 |
|
|
2018
Q2 | – | Sell |
-248,558
| Closed | -$13M | – | 129 |
|
|
2018
Q1 | $13M | Buy |
248,558
+28,385
| +13% | +$1.48M | 0.89% | 61 |
|
|
2017
Q4 | $11.3M | Buy |
+220,173
| New | +$11.3M | 0.76% | 71 |
|
|
2015
Q3 | – | Sell |
-17,275
| Closed | -$564K | – | 244 |
|
|
2015
Q2 | $564K | Buy |
+17,275
| New | +$564K | 0.02% | 229 |
|