Clay Northam Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,773
| Closed | -$1.15M | – | 85 |
|
|
2022
Q4 | $1.15M | Sell |
13,773
-830
| -6% | -$69.1K | 1.32% | 14 |
|
|
2022
Q3 | $1.05M | Buy |
14,603
+26
| +0.2% | +$1.87K | 1.31% | 17 |
|
|
2022
Q2 | $921K | Sell |
14,577
-3
| -0% | -$190 | 1.15% | 20 |
|
|
2022
Q1 | $1.23M | Sell |
14,580
-300
| -2% | -$25.3K | 1.24% | 16 |
|
|
2021
Q4 | $1.25M | Buy |
+14,880
| New | +$1.25M | 1.18% | 20 |
|