Charles Schwab’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,889
| Closed | -$48.3K | – | 3540 |
|
|
2025
Q1 | $48.3K | Hold |
4,889
| – | – | ﹤0.01% | 3409 |
|
|
2024
Q4 | $55.5K | Hold |
4,889
| – | – | ﹤0.01% | 3434 |
|
|
2024
Q3 | $65.3K | Hold |
4,889
| – | – | ﹤0.01% | 3397 |
|
|
2024
Q2 | $113K | Buy |
4,889
+1,268
| +35% | +$29.4K | ﹤0.01% | 3469 |
|
|
2024
Q1 | $125K | Hold |
3,621
| – | – | ﹤0.01% | 3286 |
|
|
2023
Q4 | $198K | Hold |
3,621
| – | – | ﹤0.01% | 3276 |
|
|
2023
Q3 | $116K | Sell |
3,621
-585
| -14% | -$18.7K | ﹤0.01% | 3341 |
|
|
2023
Q2 | $168K | Buy |
4,206
+1,750
| +71% | +$70K | ﹤0.01% | 3320 |
|
|
2023
Q1 | $90.9K | Hold |
2,456
| – | – | ﹤0.01% | 3264 |
|
|
2022
Q4 | $82.5K | Hold |
2,456
| – | – | ﹤0.01% | 3284 |
|
|
2022
Q3 | $112K | Hold |
2,456
| – | – | ﹤0.01% | 3213 |
|
|
2022
Q2 | $177K | Buy |
2,456
+1,871
| +320% | +$135K | ﹤0.01% | 3248 |
|
|
2022
Q1 | $56K | Hold |
585
| – | – | ﹤0.01% | 3511 |
|
|
2021
Q4 | $89K | Hold |
585
| – | – | ﹤0.01% | 3451 |
|
|
2021
Q3 | $97K | Buy |
+585
| New | +$97K | ﹤0.01% | 3382 |
|