Charles Schwab’s Simulations Plus SLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09M | Sell |
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|
2025
Q2 | $2.68M | Sell |
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|
2025
Q1 | $4.08M | Buy |
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|
2024
Q4 | $4M | Buy |
|
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|
2024
Q3 | $4.38M | Sell |
|
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|
2024
Q2 | $6.7M | Buy |
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|
2024
Q1 | $5.4M | Buy |
|
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|
2023
Q4 | $5.7M | Sell |
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|
2023
Q3 | $5.35M | Buy |
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|
2023
Q2 | $5.41M | Buy |
|
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|
2023
Q1 | $5.36M | Buy |
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|
2022
Q4 | $4.33M | Buy |
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|
2022
Q3 | $5.63M | Buy |
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|
2022
Q2 | $5.51M | Sell |
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|
2022
Q1 | $5.79M | Buy |
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|
2021
Q4 | $5.17M | Buy |
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|
2021
Q3 | $4.29M | Buy |
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|
2021
Q2 | $5.8M | Buy |
|
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|
2021
Q1 | $6.56M | Buy |
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|
2020
Q4 | $7.01M | Buy |
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|
2020
Q3 | $7.2M | Buy |
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|
2020
Q2 | $4.93M | Buy |
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|
2020
Q1 | $2.67M | Buy |
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|
2019
Q4 | $2.19M | Buy |
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|
2019
Q3 | $2.48M | Buy |
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|
2019
Q2 | $801K | Buy |
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|
2019
Q1 | $541K | Hold |
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|
2018
Q4 | $510K | Hold |
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|
2018
Q3 | $517K | Buy |
|
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|
2018
Q2 | $505K | Buy |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $314K | Hold |
|
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|
2017
Q3 | $303K | Hold |
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|
2017
Q2 | $241K | Buy |
|