Crescent Capital Consulting’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$133K Hold
1,578
0.02% 198
2021
Q3
$115K Hold
1,578
0.02% 203
2021
Q2
$115K Hold
1,578
0.02% 207
2021
Q1
$103K Buy
1,578
+400
+34% +$26.1K 0.02% 226
2020
Q4
$62K Buy
+1,178
New +$62K 0.02% 228