Consolidated Portfolio Review Corp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,730
| Closed | -$1.02M | – | 388 |
|
|
2024
Q3 | $1.02M | Buy |
15,730
+79
| +0.5% | +$5.12K | 0.23% | 112 |
|
|
2024
Q2 | $1.15M | Buy |
15,651
+732
| +5% | +$53.9K | 0.27% | 93 |
|
|
2024
Q1 | $1.08M | Buy |
14,919
+129
| +0.9% | +$9.33K | 0.28% | 94 |
|
|
2023
Q4 | $1.02M | Sell |
14,790
-5,124
| -26% | -$353K | 0.23% | 108 |
|
|
2023
Q3 | $1.09M | Buy |
19,914
+339
| +2% | +$18.6K | 0.27% | 97 |
|
|
2023
Q2 | $1.11M | Buy |
19,575
+611
| +3% | +$34.6K | 0.26% | 96 |
|
|
2023
Q1 | $993K | Buy |
+18,964
| New | +$993K | 0.27% | 95 |
|