Charles Schwab’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
+20,011
| New | +$122K | ﹤0.01% | 3406 |
|
|
2024
Q2 | – | Sell |
-21,390
| Closed | -$98.8K | – | 3642 |
|
|
2024
Q1 | $98.8K | Hold |
21,390
| – | – | ﹤0.01% | 3305 |
|
|
2023
Q4 | $104K | Hold |
21,390
| – | – | ﹤0.01% | 3342 |
|
|
2023
Q3 | $101K | Hold |
21,390
| – | – | ﹤0.01% | 3350 |
|
|
2023
Q2 | $157K | Buy |
+21,390
| New | +$157K | ﹤0.01% | 3324 |
|
|
2021
Q2 | – | Sell |
-16,555
| Closed | -$84K | – | 3448 |
|
|
2021
Q1 | $84K | Hold |
16,555
| – | – | ﹤0.01% | 3394 |
|
|
2020
Q4 | $87K | Hold |
16,555
| – | – | ﹤0.01% | 3325 |
|
|
2020
Q3 | $72K | Hold |
16,555
| – | – | ﹤0.01% | 3263 |
|
|
2020
Q2 | $101K | Buy |
+16,555
| New | +$101K | ﹤0.01% | 3237 |
|