Homrich & Berg’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $400K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $243K | Buy |
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|
2017
Q4 | $231K | Buy |
|