IronBridge Private Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-515
| Closed | -$43K | – | 247 |
|
|
2021
Q4 | $43K | Buy |
515
+1
| +0.2% | +$83 | 0.02% | 75 |
|
|
2021
Q3 | $37K | Buy |
514
+1
| +0.2% | +$72 | 0.02% | 64 |
|
|
2021
Q2 | $37K | Buy |
513
+1
| +0.2% | +$72 | 0.02% | 67 |
|
|
2021
Q1 | $33K | Buy |
512
+2
| +0.4% | +$129 | 0.02% | 74 |
|
|
2020
Q4 | $27K | Buy |
+510
| New | +$27K | 0.02% | 78 |
|