Carroll Financial Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $70K | Sell |
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|
2021
Q3 | $74K | Buy |
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|
2021
Q2 | $70K | Sell |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $30K | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $338K | Buy |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | $221K | Hold |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $244K | Sell |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | $240K | Hold |
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|
2017
Q4 | $237K | Hold |
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|
2017
Q3 | $208K | Buy |
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|
2017
Q2 | $197K | Hold |
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|
2017
Q1 | $187K | Hold |
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|
2016
Q4 | $181K | Hold |
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|
2016
Q3 | $145K | Hold |
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|
2016
Q2 | $116K | Sell |
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|
2016
Q1 | $133K | Buy |
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|
2015
Q4 | $151K | Sell |
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|
2015
Q3 | $135K | Sell |
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|
2015
Q2 | $171K | Buy |
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|
2015
Q1 | $140K | Hold |
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|
2014
Q4 | $127K | Hold |
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|
2014
Q3 | $132K | Hold |
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|
2014
Q2 | $124K | Hold |
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|
2014
Q1 | $126K | Buy |
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|
2013
Q4 | $117K | Hold |
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|
2013
Q3 | $95K | Hold |
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|
2013
Q2 | $95K | Buy |
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