Global Wealth Management Investment Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-200
| Closed | -$11K | – | 499 |
|
|
2023
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 289 |
|
|
2023
Q2 | $11.3K | Buy |
+200
| New | +$11.3K | ﹤0.01% | 286 |
|
|
2019
Q4 | – | Sell |
-33
| Closed | -$1K | – | 709 |
|
|
2019
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 600 |
|
|
2019
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 655 |
|
|
2019
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 642 |
|
|
2018
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 666 |
|