Concentric Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $512K | Buy |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $486K | Buy |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $644K | Buy |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $755K | Sell |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $701K | Buy |
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|
2021
Q2 | $470K | Buy |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $360K | Buy |
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