Hoey Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.72K | Hold |
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|
2025
Q2 | $3.56K | Hold |
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|
2025
Q1 | $3.05K | Hold |
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|
2024
Q4 | $2.89K | Hold |
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|
2024
Q3 | $2.87K | Hold |
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|
2024
Q2 | $2.87K | Sell |
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|
2024
Q1 | $39K | Hold |
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|
2023
Q4 | $37.1K | Sell |
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|
2023
Q3 | $30.5K | Sell |
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|
2023
Q2 | $59.8K | Hold |
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|
2023
Q1 | $55.3K | Buy |
|