Demars Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,500
| Closed | -$616K | – | 79 |
|
|
2024
Q3 | $616K | Buy |
9,500
+50
| +0.5% | +$3.24K | 0.28% | 35 |
|
|
2024
Q2 | $696K | Sell |
9,450
-3
| -0% | -$221 | 0.33% | 29 |
|
|
2024
Q1 | $684K | Buy |
9,453
+1,241
| +15% | +$89.8K | 0.34% | 31 |
|
|
2023
Q4 | $565K | Buy |
8,212
+116
| +1% | +$7.98K | 0.3% | 35 |
|
|
2023
Q3 | $444K | Buy |
+8,096
| New | +$444K | 0.25% | 53 |
|