Buckley Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,808
| Closed | -$496K | – | 138 |
|
|
2021
Q3 | $496K | Sell |
6,808
-144
| -2% | -$10.5K | 0.16% | 93 |
|
|
2021
Q2 | $506K | Sell |
6,952
-204
| -3% | -$14.8K | 0.17% | 90 |
|
|
2021
Q1 | $466K | Sell |
7,156
-489
| -6% | -$31.8K | 0.17% | 85 |
|
|
2020
Q4 | $405K | Buy |
7,645
+500
| +7% | +$26.5K | 0.17% | 88 |
|
|
2020
Q3 | $259K | Sell |
7,145
-2,590
| -27% | -$93.9K | 0.12% | 100 |
|
|
2020
Q2 | $328K | Buy |
9,735
+844
| +9% | +$28.4K | 0.15% | 99 |
|
|
2020
Q1 | $299K | Buy |
+8,891
| New | +$299K | 0.16% | 94 |
|