Firestone Capital Management’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 |
-2,000
| Closed | -$146K | – | 380 |
|
|
2021
Q3 | $146K | Hold |
2,000
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $146K | Hold |
2,000
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $130K | Hold |
2,000
| – | – | 0.05% | 144 |
|
|
2020
Q4 | $106K | Hold |
2,000
| – | – | 0.04% | 150 |
|
|
2020
Q3 | $72K | Hold |
2,000
| – | – | 0.03% | 163 |
|
|
2020
Q2 | $67K | Hold |
2,000
| – | – | 0.03% | 163 |
|
|
2020
Q1 | $67K | Buy |
2,000
+250
| +14% | +$8.38K | 0.03% | 159 |
|
|
2019
Q4 | $83K | Buy |
+1,750
| New | +$83K | 0.04% | 161 |
|