Cordant Inc’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-110
| Closed | -$9K | – | 1041 |
|
|
2022
Q1 | $9K | Buy |
+110
| New | +$9K | 0.01% | 126 |
|
|
2021
Q4 | – | Sell |
-817
| Closed | -$59K | – | 309 |
|
|
2021
Q3 | $59K | Hold |
817
| – | – | 0.04% | 65 |
|
|
2021
Q2 | $59K | Sell |
817
-813
| -50% | -$58.7K | 0.04% | 62 |
|
|
2021
Q1 | $106K | Buy |
+1,630
| New | +$106K | 0.07% | 60 |
|
|
2020
Q1 | – | Sell |
-170
| Closed | -$8K | – | 159 |
|
|
2019
Q4 | $8K | Buy |
+170
| New | +$8K | 0.01% | 95 |
|