IIM
InTrack Investment Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,118
| Closed | -$587K | – | 142 |
|
|
2024
Q1 | $587K | Hold |
8,118
| – | – | 0.44% | 70 |
|
|
2023
Q4 | $559K | Sell |
8,118
-9,569
| -54% | -$658K | 0.42% | 78 |
|
|
2023
Q3 | $971K | Sell |
17,687
-6,545
| -27% | -$359K | 0.85% | 32 |
|
|
2023
Q2 | $1.37M | Buy |
24,232
+8,420
| +53% | +$477K | 1.12% | 22 |
|
|
2023
Q1 | $791K | Buy |
+15,812
| New | +$791K | 0.72% | 47 |
|
|
2021
Q3 | – | Sell |
-13,140
| Closed | -$930K | – | 125 |
|
|
2021
Q2 | $930K | Sell |
13,140
-2,660
| -17% | -$188K | 0.73% | 50 |
|
|
2021
Q1 | $1.03M | Sell |
15,800
-50
| -0.3% | -$3.26K | 0.95% | 41 |
|
|
2020
Q4 | $841K | Buy |
+15,850
| New | +$841K | 0.84% | 50 |
|