Gray Wealth Management’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 | $367K | Sell |
4,962
-375
| -7% | -$27.8K | 0.14% | 89 |
|
|
2024
Q3 | $346K | Hold |
5,337
| – | – | 0.14% | 89 |
|
|
2024
Q2 | $393K | Buy |
5,337
+475
| +10% | +$35K | 0.17% | 76 |
|
|
2024
Q1 | $352K | Buy |
4,862
+310
| +7% | +$22.4K | 0.16% | 84 |
|
|
2023
Q4 | $313K | Buy |
4,552
+278
| +7% | +$19.1K | 0.15% | 87 |
|
|
2023
Q3 | $235K | Buy |
4,274
+394
| +10% | +$21.6K | 0.12% | 103 |
|
|
2023
Q2 | $220K | Buy |
+3,880
| New | +$220K | 0.11% | 112 |
|