FourThought Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $91K | Buy |
1,269
+1,022
| +414% | +$73.3K | 0.01% | 454 |
|
|
2022
Q2 | $16K | Sell |
247
-198
| -44% | -$12.8K | ﹤0.01% | 915 |
|
|
2022
Q1 | $38K | Hold |
445
| – | – | ﹤0.01% | 741 |
|
|
2021
Q4 | $37K | Sell |
445
-632
| -59% | -$52.5K | ﹤0.01% | 762 |
|
|
2021
Q3 | $78K | Sell |
1,077
-67
| -6% | -$4.85K | 0.01% | 553 |
|
|
2021
Q2 | $83K | Sell |
1,144
-99
| -8% | -$7.18K | 0.01% | 554 |
|
|
2021
Q1 | $81K | Sell |
1,243
-75
| -6% | -$4.89K | 0.01% | 554 |
|
|
2020
Q4 | $69K | Buy |
+1,318
| New | +$69K | 0.01% | 584 |
|