Charles Schwab’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-35,162
| Closed | -$975K | – | 3636 |
|
|
2022
Q4 | $975K | Buy |
35,162
+1,121
| +3% | +$31.1K | ﹤0.01% | 2779 |
|
|
2022
Q3 | $884K | Buy |
34,041
+199
| +0.6% | +$5.17K | ﹤0.01% | 2826 |
|
|
2022
Q2 | $679K | Buy |
+33,842
| New | +$679K | ﹤0.01% | 2939 |
|
|
2021
Q2 | – | Sell |
-30,515
| Closed | -$561K | – | 3581 |
|
|
2021
Q1 | $561K | Buy |
30,515
+1,709
| +6% | +$31.4K | ﹤0.01% | 3034 |
|
|
2020
Q4 | $445K | Hold |
28,806
| – | – | ﹤0.01% | 3031 |
|
|
2020
Q3 | $387K | Buy |
28,806
+13,489
| +88% | +$181K | ﹤0.01% | 2954 |
|
|
2020
Q2 | $213K | Buy |
+15,317
| New | +$213K | ﹤0.01% | 3157 |
|