D'Orazio & Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
2,409
-219
| -8% | -$20K | 0.03% | 235 |
|
|
2025
Q1 | $206K | Buy |
+2,628
| New | +$206K | 0.03% | 229 |
|
|
2021
Q4 | – | Sell |
-594
| Closed | -$43K | – | 592 |
|
|
2021
Q3 | $43K | Buy |
594
+107
| +22% | +$7.75K | 0.01% | 228 |
|
|
2021
Q2 | $35K | Buy |
487
+1
| +0.2% | +$72 | 0.01% | 202 |
|
|
2021
Q1 | $32K | Buy |
486
+162
| +50% | +$10.7K | 0.01% | 201 |
|
|
2020
Q4 | $17K | Buy |
+324
| New | +$17K | 0.01% | 240 |
|
|
2017
Q3 | – | Sell |
-599
| Closed | -$26K | – | 321 |
|
|
2017
Q2 | $26K | Buy |
+599
| New | +$26K | 0.01% | 174 |
|