FAFN
First Affirmative Financial Network’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $209K | Sell |
2,664
-447
| -14% | -$35K | 0.13% | 226 |
|
|
2024
Q4 | $230K | Sell |
3,111
-108
| -3% | -$7.99K | 0.13% | 211 |
|
|
2024
Q3 | $209K | Sell |
3,219
-200
| -6% | -$13K | 0.11% | 246 |
|
|
2024
Q2 | $252K | Sell |
3,419
-85
| -2% | -$6.26K | 0.17% | 182 |
|
|
2024
Q1 | $253K | Sell |
3,504
-138
| -4% | -$9.98K | 0.19% | 180 |
|
|
2023
Q4 | $251K | Buy |
+3,642
| New | +$251K | 0.2% | 174 |
|
|
2023
Q1 | – | Sell |
-2,432
| Closed | -$202K | – | 174 |
|
|
2022
Q4 | $202K | Sell |
2,432
-840
| -26% | -$69.9K | 0.25% | 137 |
|
|
2022
Q3 | $235K | Sell |
3,272
-954
| -23% | -$68.5K | 0.3% | 101 |
|
|
2022
Q2 | $267K | Sell |
4,226
-356
| -8% | -$22.5K | 0.3% | 99 |
|
|
2022
Q1 | $386K | Buy |
4,582
+268
| +6% | +$22.6K | 0.37% | 77 |
|
|
2021
Q4 | $363K | Buy |
4,314
+363
| +9% | +$30.5K | 0.33% | 87 |
|
|
2021
Q3 | $288K | Buy |
+3,951
| New | +$288K | 0.3% | 97 |
|