Intrua Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,956
| Closed | -$249K | – | 390 |
|
|
2022
Q1 | $249K | Sell |
2,956
-169
| -5% | -$14.2K | 0.04% | 327 |
|
|
2021
Q4 | $263K | Sell |
3,125
-200
| -6% | -$16.8K | 0.05% | 317 |
|
|
2021
Q3 | $270K | Buy |
3,325
+77
| +2% | +$6.25K | 0.05% | 307 |
|
|
2021
Q2 | $243K | Hold |
3,248
| – | – | 0.06% | 258 |
|
|
2021
Q1 | $226K | Buy |
+3,248
| New | +$226K | 0.06% | 265 |
|