Connectus Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $509K | Sell |
7,034
-99
| -1% | -$7.16K | 0.01% | 287 |
|
|
2023
Q4 | $491K | Sell |
7,133
-49
| -0.7% | -$3.37K | 0.01% | 404 |
|
|
2023
Q3 | $394K | Buy |
7,182
+80
| +1% | +$4.39K | 0.01% | 405 |
|
|
2023
Q2 | $403K | Sell |
7,102
-62,369
| -90% | -$3.54M | 0.01% | 365 |
|
|
2023
Q1 | $3.64M | Buy |
69,471
+5,834
| +9% | +$306K | 0.09% | 166 |
|
|
2022
Q4 | $5.31M | Buy |
63,637
+2,249
| +4% | +$187K | 0.13% | 138 |
|
|
2022
Q3 | $4.42M | Buy |
61,388
+54,386
| +777% | +$3.91M | 0.09% | 192 |
|
|
2022
Q2 | $442K | Buy |
+7,002
| New | +$442K | 0.01% | 352 |
|
|
2022
Q1 | – | Sell |
-20,137
| Closed | -$1.69M | – | 407 |
|
|
2021
Q4 | $1.69M | Buy |
+20,137
| New | +$1.69M | 0.07% | 156 |
|