Intercontinental Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $644K | Buy |
11,367
+642
| +6% | +$36.4K | 0.15% | 154 |
|
|
2023
Q1 | $562K | Buy |
+10,725
| New | +$562K | 0.14% | 171 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$1K | – | 280 |
|
|
2019
Q4 | $1K | Sell |
25
-65
| -72% | -$2.6K | ﹤0.01% | 345 |
|
|
2019
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 402 |
|
|
2019
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 380 |
|
|
2019
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 403 |
|
|
2018
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 413 |
|