First Pacific Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-125
| Closed | -$9.25K | – | 551 |
|
|
2024
Q4 | $9.25K | Hold |
125
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $8.1K | Hold |
125
| – | – | ﹤0.01% | 276 |
|
|
2024
Q2 | $9.21K | Hold |
125
| – | – | ﹤0.01% | 260 |
|
|
2024
Q1 | $9.04K | Hold |
125
| – | – | ﹤0.01% | 266 |
|
|
2023
Q4 | $8.6K | Hold |
125
| – | – | ﹤0.01% | 250 |
|
|
2023
Q3 | $6.86K | Hold |
125
| – | – | ﹤0.01% | 226 |
|
|
2023
Q2 | $7.09K | Buy |
+125
| New | +$7.09K | ﹤0.01% | 195 |
|