FNY Investment Advisers’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$32K | – | 847 |
|
|
2024
Q3 | $32K | Buy |
+500
| New | +$32K | 0.02% | 327 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 719 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 716 |
|
|
2019
Q3 | – | Sell |
-700
| Closed | -$28K | – | 1064 |
|
|
2019
Q2 | $28K | Buy |
700
+600
| +600% | +$24K | 0.01% | 436 |
|
|
2019
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 495 |
|