CWA
Clarus Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $226K | Buy |
+3,987
| New | +$226K | 0.14% | 113 |
|
|
2022
Q2 | – | Sell |
-5,371
| Closed | -$438K | – | 116 |
|
|
2022
Q1 | $438K | Buy |
+5,371
| New | +$438K | 0.27% | 64 |
|
|
2019
Q3 | – | Sell |
-95
| Closed | -$4K | – | 475 |
|
|
2019
Q2 | $4K | Sell |
95
-18
| -16% | -$758 | ﹤0.01% | 521 |
|
|
2019
Q1 | $5K | Hold |
113
| – | – | ﹤0.01% | 579 |
|
|
2018
Q4 | $5K | Hold |
113
| – | – | 0.01% | 584 |
|
|
2018
Q3 | $6K | Sell |
113
-22
| -16% | -$1.17K | ﹤0.01% | 598 |
|
|
2018
Q2 | $7K | Buy |
+135
| New | +$7K | 0.01% | 582 |
|