Column Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $79.7K | Sell |
1,452
-15
| -1% | -$824 | 0.01% | 257 |
|
|
2023
Q2 | $83.2K | Hold |
1,467
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $76.8K | Buy |
1,467
+715
| +95% | +$37.5K | 0.01% | 261 |
|
|
2022
Q4 | $62.6K | Buy |
752
+260
| +53% | +$21.6K | 0.01% | 268 |
|
|
2022
Q3 | $35K | Hold |
492
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $31K | Hold |
492
| – | – | 0.01% | 340 |
|
|
2022
Q1 | $41K | Sell |
492
-11
| -2% | -$917 | 0.01% | 317 |
|
|
2021
Q4 | $42K | Sell |
503
-30
| -6% | -$2.51K | 0.01% | 320 |
|
|
2021
Q3 | $39K | Sell |
533
-7
| -1% | -$512 | 0.01% | 308 |
|
|
2021
Q2 | $39K | Sell |
540
-39
| -7% | -$2.82K | 0.01% | 308 |
|
|
2021
Q1 | $38K | Sell |
579
-135
| -19% | -$8.86K | 0.01% | 306 |
|
|
2020
Q4 | $38K | Buy |
714
+179
| +33% | +$9.53K | 0.01% | 309 |
|
|
2020
Q3 | $19K | Hold |
535
| – | – | 0.01% | 365 |
|
|
2020
Q2 | $18K | Buy |
535
+400
| +296% | +$13.5K | 0.01% | 391 |
|
|
2020
Q1 | $5K | Sell |
135
-385
| -74% | -$14.3K | ﹤0.01% | 500 |
|
|
2019
Q4 | $24K | Buy |
+520
| New | +$24K | 0.01% | 343 |
|