Charter Oak Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-94
| Closed | -$6K | – | 742 |
|
|
2022
Q2 | $6K | Hold |
94
| – | – | ﹤0.01% | 675 |
|
|
2022
Q1 | $3K | Hold |
94
| – | – | ﹤0.01% | 848 |
|
|
2021
Q4 | $3K | Hold |
94
| – | – | ﹤0.01% | 755 |
|
|
2021
Q3 | $3K | Hold |
94
| – | – | ﹤0.01% | 732 |
|
|
2021
Q2 | $3K | Hold |
94
| – | – | ﹤0.01% | 724 |
|
|
2021
Q1 | $3K | Hold |
94
| – | – | ﹤0.01% | 688 |
|
|
2020
Q4 | $3K | Buy |
+94
| New | +$3K | ﹤0.01% | 649 |
|