Bridgecreek Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.79M | Sell |
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|
2023
Q3 | $3.06M | Sell |
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|
2023
Q2 | $3.43M | Buy |
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|
2023
Q1 | $2.7M | Sell |
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|
2022
Q4 | $4.46M | Buy |
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|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $4.15M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $2.54M | Hold |
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|
2021
Q2 | $2.54M | Buy |
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