Endurance Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Buy |
4,332
+150
| +4% | +$8.52K | 0.03% | 174 |
|
|
2023
Q1 | $219K | Buy |
4,182
+3,230
| +339% | +$169K | 0.03% | 184 |
|
|
2022
Q4 | $79K | Hold |
952
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $68K | Hold |
952
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $60K | Hold |
952
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $80K | Hold |
952
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $80K | Hold |
952
| – | – | 0.01% | 311 |
|
|
2021
Q3 | $69K | Hold |
952
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $69K | Hold |
952
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $62K | Buy |
952
+602
| +172% | +$39.2K | 0.01% | 335 |
|
|
2020
Q4 | $19K | Hold |
350
| – | – | ﹤0.01% | 427 |
|
|
2020
Q3 | $13K | Buy |
+350
| New | +$13K | ﹤0.01% | 445 |
|