Bridgeworth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,515
| Closed | -$577K | – | 179 |
|
|
2023
Q3 | $577K | Sell |
10,515
-275
| -3% | -$15.1K | 0.06% | 90 |
|
|
2023
Q2 | $612K | Buy |
+10,790
| New | +$612K | 0.07% | 92 |
|
|
2018
Q3 | – | Sell |
-63
| Closed | -$3K | – | 466 |
|
|
2018
Q2 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 549 |
|