Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-292
| Closed | -$21.1K | – | 389 |
|
|
2024
Q1 | $21.1K | Buy |
292
+3
| +1% | +$217 | ﹤0.01% | 191 |
|
|
2023
Q4 | $24.1K | Sell |
289
-1
| -0.3% | -$83 | ﹤0.01% | 124 |
|
|
2023
Q3 | $15.9K | Sell |
290
-14
| -5% | -$769 | ﹤0.01% | 199 |
|
|
2023
Q2 | $17.2K | Buy |
304
+24
| +9% | +$1.36K | ﹤0.01% | 186 |
|
|
2023
Q1 | $14.7K | Sell |
280
-9
| -3% | -$471 | ﹤0.01% | 207 |
|
|
2022
Q4 | $24.1K | Buy |
289
+27
| +10% | +$2.25K | ﹤0.01% | 124 |
|
|
2022
Q3 | $18.8K | Buy |
262
+1
| +0.4% | +$72 | ﹤0.01% | 130 |
|
|
2022
Q2 | $16.5K | Buy |
+261
| New | +$16.5K | ﹤0.01% | 143 |
|