Gyroscope Capital Management Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,110
| Closed | -$679K | – | 120 |
|
|
2020
Q2 | $679K | Buy |
20,110
+1,581
| +9% | +$53.4K | 0.31% | 66 |
|
|
2020
Q1 | $623K | Sell |
18,529
-603
| -3% | -$20.3K | 0.29% | 62 |
|
|
2019
Q4 | $910K | Buy |
19,132
+1,101
| +6% | +$52.4K | 0.33% | 60 |
|
|
2019
Q3 | $633K | Buy |
18,031
+970
| +6% | +$34.1K | 0.25% | 72 |
|
|
2019
Q2 | $697K | Buy |
17,061
+2,203
| +15% | +$90K | 0.26% | 70 |
|
|
2019
Q1 | $669K | Buy |
14,858
+1,472
| +11% | +$66.3K | 0.26% | 69 |
|
|
2018
Q4 | $556K | Buy |
13,386
+4,182
| +45% | +$174K | 0.21% | 80 |
|
|
2018
Q3 | $474K | Buy |
9,204
+1,546
| +20% | +$79.6K | 0.19% | 70 |
|
|
2018
Q2 | $391K | Buy |
7,658
+1,084
| +16% | +$55.3K | 0.17% | 66 |
|
|
2018
Q1 | $343K | Buy |
6,574
+1,553
| +31% | +$81K | 0.16% | 82 |
|
|
2017
Q4 | $258K | Sell |
5,021
-739
| -13% | -$38K | 0.12% | 95 |
|
|
2017
Q3 | $252K | Buy |
5,760
+536
| +10% | +$23.5K | 0.13% | 100 |
|
|
2017
Q2 | $224K | Buy |
+5,224
| New | +$224K | 0.11% | 110 |
|