Gould Asset Management’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 | – | Sell |
-3,827
| Closed | -$242K | – | 145 |
|
|
2022
Q2 | $242K | Hold |
3,827
| – | – | 0.08% | 118 |
|
|
2022
Q1 | $323K | Hold |
3,827
| – | – | 0.09% | 98 |
|
|
2021
Q4 | $322K | Hold |
3,827
| – | – | 0.09% | 108 |
|
|
2021
Q3 | $279K | Hold |
3,827
| – | – | 0.09% | 107 |
|
|
2021
Q2 | $279K | Hold |
3,827
| – | – | 0.08% | 126 |
|
|
2021
Q1 | $249K | Hold |
3,827
| – | – | 0.08% | 127 |
|
|
2020
Q4 | $203K | Buy |
+3,827
| New | +$203K | 0.06% | 136 |
|
|
2018
Q4 | – | Sell |
-4,427
| Closed | -$218K | – | 148 |
|
|
2018
Q3 | $218K | Hold |
4,427
| – | – | 0.09% | 127 |
|
|
2018
Q2 | $226K | Sell |
4,427
-1,000
| -18% | -$51.1K | 0.1% | 120 |
|
|
2018
Q1 | $283K | Buy |
+5,427
| New | +$283K | 0.12% | 97 |
|