Hillsdale Investment 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
Q3 | – | Sell |
-610
| Closed | -$34.6K | – | 639 |
|
|
2023
Q2 | $34.6K | Sell |
610
-810
| -57% | -$45.9K | ﹤0.01% | 414 |
|
|
2023
Q1 | $74.4K | Buy |
1,420
+1,120
| +373% | +$58.7K | 0.01% | 482 |
|
|
2022
Q4 | $25K | Buy |
+300
| New | +$25K | ﹤0.01% | 497 |
|
|
2022
Q1 | – | Sell |
-700
| Closed | -$59K | – | 609 |
|
|
2021
Q4 | $59K | Buy |
+700
| New | +$59K | ﹤0.01% | 482 |
|
|
2021
Q3 | – | Sell |
-650
| Closed | -$47K | – | 630 |
|
|
2021
Q2 | $47K | Hold |
650
| – | – | ﹤0.01% | 471 |
|
|
2021
Q1 | $42K | Buy |
+650
| New | +$42K | ﹤0.01% | 471 |
|