FinTrust Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $766K | Buy |
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|
2024
Q1 | $742K | Buy |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $828K | Buy |
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|
2023
Q1 | $763K | Buy |
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|
2022
Q4 | $658K | Sell |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $583K | Buy |
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|
2021
Q3 | $373K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $17 | Sell |
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|
2020
Q2 | $24K | Sell |
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|
2020
Q1 | $57K | Buy |
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|
2019
Q4 | $59K | Buy |
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|
2019
Q3 | $29K | Sell |
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|
2019
Q2 | $31K | Sell |
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|
2019
Q1 | $53K | Sell |
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|
2018
Q4 | $95K | Buy |
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