DA
DCM Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,423
| Closed | -$879K | – | 237 |
|
|
2022
Q1 | $879K | Sell |
10,423
-291
| -3% | -$24.5K | 0.31% | 83 |
|
|
2021
Q4 | $901K | Sell |
10,714
-5,033
| -32% | -$423K | 0.27% | 92 |
|
|
2021
Q3 | $1.15M | Sell |
15,747
-6,408
| -29% | -$467K | 0.44% | 64 |
|
|
2021
Q2 | $1.61M | Buy |
22,155
+2,155
| +11% | +$157K | 0.92% | 18 |
|
|
2021
Q1 | $1.3M | Sell |
20,000
-10,000
| -33% | -$652K | 0.76% | 36 |
|
|
2020
Q4 | $1.59M | Buy |
+30,000
| New | +$1.59M | 0.93% | 24 |
|