Gyon Technologies Capital 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 |
-34,429
| Closed | -$2.87M | – | 342 |
|
|
2022
Q4 | $2.87M | Buy |
+34,429
| New | +$2.87M | 1.07% | 8 |
|
|
2021
Q2 | – | Sell |
-8,464
| Closed | -$552K | – | 476 |
|
|
2021
Q1 | $552K | Buy |
+8,464
| New | +$552K | 0.24% | 137 |
|
|
2020
Q1 | – | Sell |
-7,104
| Closed | -$338K | – | 174 |
|
|
2019
Q4 | $338K | Buy |
+7,104
| New | +$338K | 0.22% | 104 |
|