Clare Market Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,739
| Closed | -$497K | – | 167 |
|
|
2024
Q2 | $497K | Sell |
6,739
-487
| -7% | -$35.9K | 0.14% | 85 |
|
|
2024
Q1 | $523K | Buy |
7,226
+1,326
| +22% | +$95.9K | 0.16% | 83 |
|
|
2023
Q4 | $406K | Buy |
+5,900
| New | +$406K | 0.14% | 94 |
|
|
2023
Q2 | – | Sell |
-4,162
| Closed | -$218K | – | 139 |
|
|
2023
Q1 | $218K | Buy |
+4,162
| New | +$218K | 0.09% | 111 |
|