Gerber Kawasaki Wealth & Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,330
| Closed | -$444K | – | 259 |
|
|
2022
Q4 | $444K | Sell |
5,330
-1,326
| -20% | -$110K | 0.04% | 170 |
|
|
2022
Q3 | $478K | Sell |
6,656
-4,204
| -39% | -$302K | 0.04% | 161 |
|
|
2022
Q2 | $686K | Sell |
10,860
-16,874
| -61% | -$1.07M | 0.07% | 137 |
|
|
2022
Q1 | $2.38M | Buy |
27,734
+25,234
| +1,009% | +$2.16M | 0.19% | 74 |
|
|
2021
Q4 | $234K | Buy |
2,500
+1,739
| +229% | +$163K | 0.02% | 244 |
|
|
2021
Q3 | $54K | Buy |
+761
| New | +$54K | 0.01% | 315 |
|