De Burlo Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-40,988
| Closed | -$2.59M | – | 218 |
|
|
2022
Q2 | $2.59M | Buy |
+40,988
| New | +$2.59M | 0.74% | 18 |
|
|
2018
Q3 | – | Sell |
-29,000
| Closed | -$1.48M | – | 120 |
|
|
2018
Q2 | $1.48M | Buy |
+29,000
| New | +$1.48M | 0.31% | 68 |
|
|
2017
Q3 | – | Sell |
-73,500
| Closed | -$3.16M | – | 110 |
|
|
2017
Q2 | $3.16M | Sell |
73,500
-120,800
| -62% | -$5.19M | 0.7% | 38 |
|
|
2017
Q1 | $7.93M | Buy |
+194,300
| New | +$7.93M | 1.72% | 25 |
|