Heritage Wealth Management (Arizona)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $39K | Buy |
468
+283
| +153% | +$23.6K | 0.01% | 547 |
|
|
2022
Q3 | $13K | Buy |
185
+13
| +8% | +$914 | ﹤0.01% | 616 |
|
|
2022
Q2 | $10.9K | Sell |
172
-513
| -75% | -$32.4K | ﹤0.01% | 653 |
|
|
2022
Q1 | $58K | Buy |
+685
| New | +$58K | 0.02% | 457 |
|
|
2021
Q3 | $13K | Hold |
172
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $13K | Hold |
172
| – | – | ﹤0.01% | 630 |
|
|
2021
Q1 | $11K | Buy |
+172
| New | +$11K | 0.01% | 567 |
|