Clear Perspective Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $219K | Buy |
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|
2019
Q2 | $202K | Buy |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $702K | Buy |
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|
2018
Q1 | $667K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $75K | Hold |
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|
2017
Q1 | $71K | Hold |
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|
2016
Q4 | $69K | Buy |
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