Halpern Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.8K | Hold |
202
| – | – | ﹤0.01% | 151 |
|
|
2024
Q2 | $14.9K | Hold |
202
| – | – | ﹤0.01% | 141 |
|
|
2024
Q1 | $14.4K | Hold |
202
| – | – | ﹤0.01% | 151 |
|
|
2023
Q4 | $13.5K | Hold |
202
| – | – | ﹤0.01% | 174 |
|
|
2023
Q3 | $11.1K | Hold |
202
| – | – | ﹤0.01% | 152 |
|
|
2023
Q2 | $11.4K | Sell |
202
-15
| -7% | -$850 | ﹤0.01% | 144 |
|
|
2023
Q1 | $11.4K | Hold |
217
| – | – | ﹤0.01% | 129 |
|
|
2022
Q4 | $18.1K | Hold |
217
| – | – | 0.01% | 116 |
|
|
2022
Q3 | $15.6K | Hold |
217
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $13.7K | Hold |
217
| – | – | 0.01% | 143 |
|
|
2022
Q1 | $18.3K | Hold |
217
| – | – | 0.01% | 146 |
|
|
2021
Q4 | $18.3K | Hold |
217
| – | – | 0.01% | 147 |
|
|
2021
Q3 | $15.8K | Buy |
+217
| New | +$15.8K | 0.01% | 139 |
|