Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,856
| Closed | -$472K | – | 252 |
|
|
2023
Q4 | $472K | Buy |
+6,856
| New | +$472K | 0.04% | 143 |
|
|
2019
Q3 | – | Sell |
-1,028
| Closed | -$41K | – | 660 |
|
|
2019
Q2 | $41K | Buy |
1,028
+103
| +11% | +$4.11K | 0.01% | 334 |
|
|
2019
Q1 | $40K | Sell |
925
-358
| -28% | -$15.5K | 0.01% | 302 |
|
|
2018
Q4 | $53K | Buy |
+1,283
| New | +$53K | 0.01% | 267 |
|