Charles Schwab’s Focus Universal FCUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,050
| Closed | -$15.3K | – | 3482 |
|
|
2023
Q4 | $15.3K | Hold |
1,050
| – | – | ﹤0.01% | 3501 |
|
|
2023
Q3 | $20.4K | Hold |
1,050
| – | – | ﹤0.01% | 3513 |
|
|
2023
Q2 | $16.1K | Sell |
1,050
-6,017
| -85% | -$92.1K | ﹤0.01% | 3579 |
|
|
2023
Q1 | $177K | Hold |
7,067
| – | – | ﹤0.01% | 3172 |
|
|
2022
Q4 | $302K | Buy |
7,067
+233
| +3% | +$9.96K | ﹤0.01% | 3111 |
|
|
2022
Q3 | $428K | Sell |
6,834
-50
| -0.7% | -$3.13K | ﹤0.01% | 3047 |
|
|
2022
Q2 | $525K | Buy |
+6,884
| New | +$525K | ﹤0.01% | 3056 |
|