Cordasco Financial Network’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 | $13K | Hold |
204
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $17K | Hold |
204
| – | – | 0.01% | 308 |
|
|
2021
Q4 | $17K | Hold |
204
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $15K | Hold |
204
| – | – | 0.01% | 326 |
|
|
2021
Q2 | $15K | Hold |
204
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $13K | Hold |
204
| – | – | 0.01% | 339 |
|
|
2020
Q4 | $11K | Hold |
204
| – | – | 0.01% | 314 |
|
|
2020
Q3 | $7K | Sell |
204
-67
| -25% | -$2.3K | 0.01% | 366 |
|
|
2020
Q2 | $9K | Hold |
271
| – | – | 0.01% | 297 |
|
|
2020
Q1 | $9K | Buy |
271
+127
| +88% | +$4.22K | 0.01% | 268 |
|
|
2019
Q4 | $7K | Hold |
144
| – | – | 0.01% | 319 |
|
|
2019
Q3 | $6K | Hold |
144
| – | – | 0.01% | 352 |
|
|
2019
Q2 | $6K | Buy |
+144
| New | +$6K | 0.01% | 343 |
|