Endurance Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $79K | Hold |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $80K | Hold |
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|
2021
Q4 | $80K | Hold |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $69K | Hold |
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|
2021
Q1 | $62K | Buy |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $13K | Buy |
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