Cascadia Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $609K | Sell |
8,356
-1,554
| -16% | -$113K | 0.12% | 163 |
|
|
2021
Q2 | $722K | Sell |
9,910
-524
| -5% | -$38.2K | 0.16% | 141 |
|
|
2021
Q1 | $680K | Buy |
+10,434
| New | +$680K | 0.15% | 144 |
|
|
2020
Q3 | $633K | Sell |
17,464
-36,188
| -67% | -$1.31M | 0.18% | 146 |
|
|
2020
Q2 | $1.81M | Buy |
+53,652
| New | +$1.81M | 0.55% | 66 |
|
|
2019
Q4 | $2.09M | Buy |
+43,858
| New | +$2.09M | 0.59% | 45 |
|