Carmichael Hill & Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.6K | Buy |
225
+102
| +83% | +$6.63K | 0.01% | 444 |
|
|
2024
Q2 | $9.1K | Sell |
123
-13
| -10% | -$961 | ﹤0.01% | 485 |
|
|
2024
Q1 | $9.86K | Buy |
136
+46
| +51% | +$3.34K | ﹤0.01% | 481 |
|
|
2023
Q4 | $6.21K | Hold |
90
| – | – | ﹤0.01% | 525 |
|
|
2023
Q3 | $4.95K | Hold |
90
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $5.11K | Hold |
90
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $4.72K | Buy |
+90
| New | +$4.72K | ﹤0.01% | 548 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$3K | – | 653 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 501 |
|