Disciplined Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-61
| Closed | -$3.46K | – | 1287 |
|
|
2023
Q2 | $3.46K | Sell |
61
-1,020
| -94% | -$57.8K | ﹤0.01% | 490 |
|
|
2023
Q1 | $56.6K | Sell |
1,081
-18
| -2% | -$943 | 0.02% | 209 |
|
|
2022
Q4 | $91.5K | Buy |
1,099
+19
| +2% | +$1.58K | 0.04% | 149 |
|
|
2022
Q3 | $78K | Buy |
1,080
+45
| +4% | +$3.25K | 0.04% | 178 |
|
|
2022
Q2 | $65K | Buy |
1,035
+966
| +1,400% | +$60.7K | 0.03% | 197 |
|
|
2022
Q1 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 441 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$2K | – | 400 |
|
|
2020
Q3 | $2K | Sell |
60
-67
| -53% | -$2.23K | ﹤0.01% | 352 |
|
|
2020
Q2 | $4K | Hold |
127
| – | – | ﹤0.01% | 327 |
|
|
2020
Q1 | $4K | Hold |
127
| – | – | ﹤0.01% | 339 |
|
|
2019
Q4 | $6K | Buy |
+127
| New | +$6K | 0.01% | 328 |
|