Burleson & Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.6M | Buy |
43,249
+118
| +0.3% | +$9.83K | 0.9% | 33 |
|
|
2022
Q3 | $3.1M | Buy |
43,131
+131
| +0.3% | +$9.42K | 0.67% | 38 |
|
|
2022
Q2 | $2.72M | Sell |
43,000
-14
| -0% | -$885 | 0.59% | 42 |
|
|
2022
Q1 | $3.63M | Buy |
43,014
+14
| +0% | +$1.18K | 0.58% | 42 |
|
|
2021
Q4 | $3.62M | Buy |
+43,000
| New | +$3.62M | 0.53% | 40 |
|