Charles Schwab’s a.k.a. Brands AKA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,157
| Closed | -$14.1K | – | 3613 |
|
|
2023
Q1 | $14.1K | Hold |
2,157
| – | – | ﹤0.01% | 3529 |
|
|
2022
Q4 | $32.9K | Hold |
2,157
| – | – | ﹤0.01% | 3438 |
|
|
2022
Q3 | $38K | Hold |
2,157
| – | – | ﹤0.01% | 3392 |
|
|
2022
Q2 | $72K | Buy |
2,157
+438
| +25% | +$14.6K | ﹤0.01% | 3329 |
|
|
2022
Q1 | $92K | Hold |
1,719
| – | – | ﹤0.01% | 3428 |
|
|
2021
Q4 | $191K | Buy |
+1,719
| New | +$191K | ﹤0.01% | 3366 |
|