DC Investments Management’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 | – | Sell |
-4,730
| Closed | -$345K | – | 70 |
|
|
2021
Q3 | $345K | Buy |
+4,730
| New | +$345K | 0.64% | 37 |
|
|
2020
Q2 | – | Sell |
-6,103
| Closed | -$205K | – | 354 |
|
|
2020
Q1 | $205K | Sell |
6,103
-11,620
| -66% | -$390K | 0.17% | 220 |
|
|
2019
Q4 | $843K | Buy |
+17,723
| New | +$843K | 0.65% | 22 |
|
|
2018
Q3 | – | Sell |
-14,449
| Closed | -$738K | – | 309 |
|
|
2018
Q2 | $738K | Buy |
+14,449
| New | +$738K | 0.47% | 23 |
|