CarsonAllaria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-151
| Closed | -$9.79K | – | 387 |
|
|
2024
Q3 | $9.79K | Buy |
+151
| New | +$9.79K | 0.01% | 261 |
|
|
2024
Q2 | – | Sell |
-211
| Closed | -$15.3K | – | 403 |
|
|
2024
Q1 | $15.3K | Buy |
+211
| New | +$15.3K | 0.01% | 212 |
|
|
2023
Q3 | – | Sell |
-251
| Closed | -$14.2K | – | 401 |
|
|
2023
Q2 | $14.2K | Buy |
251
+1
| +0.4% | +$57 | 0.01% | 195 |
|
|
2023
Q1 | $13.1K | Buy |
+250
| New | +$13.1K | 0.01% | 193 |
|