Charles Schwab’s Fonar FONR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-18,364
| Closed | -$333K | – | 3462 |
|
|
2021
Q1 | $333K | Buy |
18,364
+3,744
| +26% | +$67.9K | ﹤0.01% | 3216 |
|
|
2020
Q4 | $254K | Hold |
14,620
| – | – | ﹤0.01% | 3222 |
|
|
2020
Q3 | $306K | Sell |
14,620
-789
| -5% | -$16.5K | ﹤0.01% | 3023 |
|
|
2020
Q2 | $330K | Buy |
+15,409
| New | +$330K | ﹤0.01% | 2998 |
|
|
2019
Q2 | – | Sell |
-15,031
| Closed | -$308K | – | 3235 |
|
|
2019
Q1 | $308K | Hold |
15,031
| – | – | ﹤0.01% | 2932 |
|
|
2018
Q4 | $305K | Buy |
15,031
+1,891
| +14% | +$38.4K | ﹤0.01% | 2930 |
|
|
2018
Q3 | $328K | Buy |
13,140
+2,440
| +23% | +$60.9K | ﹤0.01% | 2979 |
|
|
2018
Q2 | $285K | Hold |
10,700
| – | – | ﹤0.01% | 2992 |
|
|
2018
Q1 | $319K | Hold |
10,700
| – | – | ﹤0.01% | 2858 |
|
|
2017
Q4 | $261K | Hold |
10,700
| – | – | ﹤0.01% | 2919 |
|
|
2017
Q3 | $327K | Hold |
10,700
| – | – | ﹤0.01% | 2845 |
|
|
2017
Q2 | $297K | Buy |
+10,700
| New | +$297K | ﹤0.01% | 2871 |
|