PFSW
Charles Schwab’s PFSweb, Inc. PFSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-44,144
| Closed | -$187K | – | 3758 |
|
|
2023
Q1 | $187K | Hold |
44,144
| – | – | ﹤0.01% | 3166 |
|
|
2022
Q4 | $271K | Hold |
44,144
| – | – | ﹤0.01% | 3137 |
|
|
2022
Q3 | $412K | Buy |
44,144
+1,723
| +4% | +$16.1K | ﹤0.01% | 3056 |
|
|
2022
Q2 | $499K | Buy |
+42,421
| New | +$499K | ﹤0.01% | 3079 |
|
|
2021
Q2 | – | Sell |
-34,832
| Closed | -$236K | – | 3642 |
|
|
2021
Q1 | $236K | Sell |
34,832
-6,004
| -15% | -$40.7K | ﹤0.01% | 3295 |
|
|
2020
Q4 | $275K | Hold |
40,836
| – | – | ﹤0.01% | 3192 |
|
|
2020
Q3 | $274K | Buy |
40,836
+3,000
| +8% | +$20.1K | ﹤0.01% | 3058 |
|
|
2020
Q2 | $253K | Buy |
+37,836
| New | +$253K | ﹤0.01% | 3116 |
|
|
2019
Q2 | – | Sell |
-36,432
| Closed | -$190K | – | 3335 |
|
|
2019
Q1 | $190K | Buy |
36,432
+7,732
| +27% | +$40.3K | ﹤0.01% | 3031 |
|
|
2018
Q4 | $148K | Hold |
28,700
| – | – | ﹤0.01% | 3055 |
|
|
2018
Q3 | $213K | Hold |
28,700
| – | – | ﹤0.01% | 3068 |
|
|
2018
Q2 | $279K | Buy |
+28,700
| New | +$279K | ﹤0.01% | 3001 |
|
|
2017
Q2 | – | Sell |
-18,923
| Closed | -$124K | – | 3226 |
|
|
2017
Q1 | $124K | Hold |
18,923
| – | – | ﹤0.01% | 2992 |
|
|
2016
Q4 | $161K | Hold |
18,923
| – | – | ﹤0.01% | 2998 |
|
|
2016
Q3 | $169K | Hold |
18,923
| – | – | ﹤0.01% | 2949 |
|
|
2016
Q2 | $180K | Hold |
18,923
| – | – | ﹤0.01% | 2973 |
|
|
2016
Q1 | $249K | Hold |
18,923
| – | – | ﹤0.01% | 2831 |
|
|
2015
Q4 | $244K | Buy |
18,923
+8,900
| +89% | +$115K | ﹤0.01% | 2920 |
|
|
2015
Q3 | $143K | Hold |
10,023
| – | – | ﹤0.01% | 3001 |
|
|
2015
Q2 | $139K | Buy |
+10,023
| New | +$139K | ﹤0.01% | 3027 |
|