Elkhorn Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$14K | – | 51 |
|
|
2023
Q4 | $14K | Sell |
200
-350
| -64% | -$24.5K | 0.01% | 44 |
|
|
2023
Q3 | $30K | Sell |
550
-470
| -46% | -$25.6K | 0.02% | 45 |
|
|
2023
Q2 | $58K | Buy |
1,020
+70
| +7% | +$3.98K | 0.04% | 39 |
|
|
2023
Q1 | $50K | Buy |
+950
| New | +$50K | 0.03% | 35 |
|