Charles Schwab’s AmeriServ Financial ASRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,324
| Closed | -$48.4K | – | 3553 |
|
|
2022
Q4 | $48.4K | Buy |
+12,324
| New | +$48.4K | ﹤0.01% | 3366 |
|
|
2021
Q1 | – | Sell |
-10,799
| Closed | -$34K | – | 3488 |
|
|
2020
Q4 | $34K | Hold |
10,799
| – | – | ﹤0.01% | 3365 |
|
|
2020
Q3 | $31K | Hold |
10,799
| – | – | ﹤0.01% | 3297 |
|
|
2020
Q2 | $34K | Hold |
10,799
| – | – | ﹤0.01% | 3275 |
|
|
2020
Q1 | $29K | Hold |
10,799
| – | – | ﹤0.01% | 3178 |
|
|
2019
Q4 | $46K | Hold |
10,799
| – | – | ﹤0.01% | 3128 |
|
|
2019
Q3 | $45K | Hold |
10,799
| – | – | ﹤0.01% | 3122 |
|
|
2019
Q2 | $45K | Hold |
10,799
| – | – | ﹤0.01% | 3154 |
|
|
2019
Q1 | $44K | Buy |
+10,799
| New | +$44K | ﹤0.01% | 3159 |
|