Evolution Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-136
| Closed | -$10K | – | 539 |
|
|
2021
Q3 | $10K | Hold |
136
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $10K | Buy |
136
+10
| +8% | +$735 | ﹤0.01% | 414 |
|
|
2021
Q1 | $8K | Hold |
126
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $7K | Buy |
126
+42
| +50% | +$2.33K | ﹤0.01% | 403 |
|
|
2020
Q3 | $3K | Hold |
84
| – | – | ﹤0.01% | 512 |
|
|
2020
Q2 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 449 |
|
|
2020
Q1 | – | Sell |
-89
| Closed | -$4K | – | 595 |
|
|
2019
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 464 |
|
|
2019
Q3 | – | Sell |
-176
| Closed | -$7K | – | 573 |
|
|
2019
Q2 | $7K | Buy |
+176
| New | +$7K | ﹤0.01% | 217 |
|