Eudaimonia Partners’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 | – | Hold |
0
| – | – | – | 364 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 374 |
|
|
2021
Q3 | $239K | Buy |
3,279
+284
| +9% | +$20.7K | 0.04% | 343 |
|
|
2021
Q2 | $218K | Buy |
2,995
+330
| +12% | +$24K | 0.04% | 356 |
|
|
2021
Q1 | $174K | Buy |
2,665
+214
| +9% | +$14K | 0.04% | 367 |
|
|
2020
Q4 | $130K | Buy |
2,451
+260
| +12% | +$13.8K | 0.03% | 387 |
|
|
2020
Q3 | $79K | Sell |
2,191
-136
| -6% | -$4.9K | 0.02% | 455 |
|
|
2020
Q2 | $79K | Sell |
2,327
-1,580
| -40% | -$53.6K | 0.03% | 411 |
|
|
2020
Q1 | $131K | Buy |
3,907
+2,832
| +263% | +$95K | 0.06% | 276 |
|
|
2019
Q4 | $51K | Buy |
+1,075
| New | +$51K | 0.02% | 488 |
|