FC
Financial Consulate’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,086
| Closed | -$633K | – | 100 |
|
|
2023
Q1 | $633K | Buy |
12,086
+185
| +2% | +$9.69K | 0.22% | 49 |
|
|
2022
Q4 | $991K | Sell |
11,901
-595
| -5% | -$49.5K | 0.35% | 39 |
|
|
2022
Q3 | $898K | Buy |
+12,496
| New | +$898K | 0.38% | 35 |
|
|
2022
Q2 | – | Sell |
-3,100
| Closed | -$261K | – | 135 |
|
|
2022
Q1 | $261K | Hold |
3,100
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $261K | Sell |
3,100
-6
| -0.2% | -$505 | 0.09% | 117 |
|
|
2021
Q3 | $226K | Hold |
3,106
| – | – | 0.08% | 120 |
|
|
2021
Q2 | $226K | Hold |
3,106
| – | – | 0.08% | 117 |
|
|
2021
Q1 | $202K | Buy |
+3,106
| New | +$202K | 0.08% | 117 |
|