InterOcean Capital Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.84M | Sell |
39,267
-77
| -0.2% | -$5.57K | 0.07% | 132 |
|
|
2023
Q4 | $2.71M | Buy |
39,344
+7,192
| +22% | +$495K | 0.07% | 135 |
|
|
2023
Q3 | $1.77M | Buy |
32,152
+21,611
| +205% | +$1.19M | 0.05% | 141 |
|
|
2023
Q2 | $597K | Sell |
10,541
-2
| -0% | -$113 | 0.02% | 244 |
|
|
2023
Q1 | $552K | Buy |
10,543
+3,300
| +46% | +$173K | 0.02% | 249 |
|
|
2022
Q4 | $603K | Buy |
7,243
+363
| +5% | +$30.2K | 0.02% | 231 |
|
|
2022
Q3 | $494K | Buy |
6,880
+615
| +10% | +$44.2K | 0.02% | 234 |
|
|
2022
Q2 | $396K | Buy |
6,265
+3,390
| +118% | +$214K | 0.02% | 266 |
|
|
2022
Q1 | $242K | Sell |
2,875
-4
| -0.1% | -$337 | 0.01% | 236 |
|
|
2021
Q4 | $242K | Buy |
+2,879
| New | +$242K | 0.01% | 232 |
|