Cahill Financial Advisors’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 |
-2,636
| Closed | -$219K | – | 239 |
|
|
2022
Q4 | $219K | Buy |
+2,636
| New | +$219K | 0.04% | 217 |
|
|
2022
Q2 | – | Sell |
-2,501
| Closed | -$211K | – | 221 |
|
|
2022
Q1 | $211K | Buy |
2,501
+6
| +0.2% | +$506 | 0.04% | 214 |
|
|
2021
Q4 | $210K | Buy |
2,495
+5
| +0.2% | +$421 | 0.04% | 214 |
|
|
2021
Q3 | $181K | Buy |
+2,490
| New | +$181K | 0.04% | 214 |
|
|
2018
Q1 | – | Sell |
-4,117
| Closed | -$212K | – | 154 |
|
|
2017
Q4 | $212K | Buy |
+4,117
| New | +$212K | 0.11% | 133 |
|