Elevation Wealth Partners’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 | $222K | Sell |
2,434
-94
| -4% | -$8.58K | 0.09% | 109 |
|
|
2025
Q1 | $198K | Buy |
2,528
+8
| +0.3% | +$626 | 0.09% | 110 |
|
|
2024
Q4 | $187K | Sell |
2,520
-2,050
| -45% | -$152K | 0.08% | 117 |
|
|
2024
Q3 | $296K | Buy |
4,570
+16
| +0.4% | +$1.04K | 0.13% | 90 |
|
|
2024
Q2 | $336K | Sell |
4,554
-2,091
| -31% | -$154K | 0.16% | 79 |
|
|
2024
Q1 | $481K | Sell |
6,645
-1,181
| -15% | -$85.4K | 0.24% | 70 |
|
|
2023
Q4 | $430K | Buy |
7,826
+2,205
| +39% | +$121K | 0.26% | 70 |
|
|
2023
Q3 | $309K | Buy |
5,621
+4
| +0.1% | +$220 | 0.27% | 46 |
|
|
2023
Q2 | $318K | Sell |
5,617
-395
| -7% | -$22.4K | 0.27% | 46 |
|
|
2023
Q1 | $315K | Buy |
+6,012
| New | +$315K | 0.29% | 46 |
|