ICA Group Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.37K | Sell |
100
-30
| -23% | -$2.21K | ﹤0.01% | 532 |
|
|
2024
Q1 | $9.4K | Sell |
130
-55
| -30% | -$3.98K | ﹤0.01% | 900 |
|
|
2023
Q4 | $12.7K | Buy |
+185
| New | +$12.7K | ﹤0.01% | 828 |
|
|
2023
Q3 | – | Sell |
-185
| Closed | -$10.5K | – | 1032 |
|
|
2023
Q2 | $10.5K | Sell |
185
-200
| -52% | -$11.3K | ﹤0.01% | 830 |
|
|
2023
Q1 | $20.2K | Buy |
385
+325
| +542% | +$17K | ﹤0.01% | 659 |
|
|
2022
Q4 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 965 |
|