Certified Advisory Corp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-125
| Closed | -$8K | – | 632 |
|
|
2021
Q1 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 625 |
|
|
2020
Q2 | $4K | Hold |
123
| – | – | ﹤0.01% | 657 |
|
|
2020
Q1 | $4K | Buy |
123
+1
| +0.8% | +$33 | ﹤0.01% | 642 |
|
|
2019
Q4 | $6K | Hold |
122
| – | – | ﹤0.01% | 650 |
|
|
2019
Q3 | $5K | Buy |
122
+1
| +0.8% | +$41 | ﹤0.01% | 677 |
|
|
2019
Q2 | $5K | Hold |
121
| – | – | ﹤0.01% | 688 |
|
|
2019
Q1 | $5K | Buy |
121
+1
| +0.8% | +$41 | ﹤0.01% | 638 |
|
|
2018
Q4 | $5K | Hold |
120
| – | – | ﹤0.01% | 632 |
|
|
2018
Q3 | $6K | Hold |
120
| – | – | ﹤0.01% | 644 |
|
|
2018
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 680 |
|
|
2018
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 582 |
|
|
2017
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 550 |
|