HBC Financial Services’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 | $3K | Hold |
50
| – | – | ﹤0.01% | 155 |
|
2024
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 154 |
|
2024
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 137 |
|
2024
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 135 |
|
2023
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 137 |
|
2023
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 153 |
|
2023
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 141 |
|
2023
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 163 |
|