Charles Schwab’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $48.3K | Hold |
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|
2024
Q4 | $55.5K | Hold |
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|
2024
Q3 | $65.3K | Hold |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $125K | Hold |
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|
2023
Q4 | $198K | Hold |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $168K | Buy |
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|
2023
Q1 | $90.9K | Hold |
|
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|
2022
Q4 | $82.5K | Hold |
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|
2022
Q3 | $112K | Hold |
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|
2022
Q2 | $177K | Buy |
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|
2022
Q1 | $56K | Hold |
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|
2021
Q4 | $89K | Hold |
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|
2021
Q3 | $97K | Buy |
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