Israel Discount Bank of New York’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 | – | Sell |
-4,267
| Closed | -$294K | – | 87 |
|
|
2023
Q4 | $294K | Sell |
4,267
-313
| -7% | -$21.5K | 0.23% | 79 |
|
|
2023
Q3 | $251K | Sell |
4,580
-52
| -1% | -$2.86K | 0.21% | 81 |
|
|
2023
Q2 | $263K | Sell |
4,632
-754
| -14% | -$42.7K | 0.21% | 80 |
|
|
2023
Q1 | $282K | Buy |
+5,386
| New | +$282K | 0.21% | 79 |
|
|
2019
Q2 | – | Sell |
-14,655
| Closed | -$627K | – | 304 |
|
|
2019
Q1 | $627K | Buy |
14,655
+580
| +4% | +$24.8K | 0.43% | 49 |
|
|
2018
Q4 | $584K | Sell |
14,075
-300
| -2% | -$12.4K | 0.45% | 45 |
|
|
2018
Q3 | $706K | Buy |
14,375
+415
| +3% | +$20.4K | 0.46% | 44 |
|
|
2018
Q2 | $714K | Buy |
13,960
+308
| +2% | +$15.8K | 0.47% | 39 |
|
|
2018
Q1 | $713K | Buy |
13,652
+392
| +3% | +$20.5K | 0.48% | 40 |
|
|
2017
Q4 | $681K | Buy |
13,260
+2,885
| +28% | +$148K | 0.47% | 47 |
|
|
2017
Q3 | $454K | Sell |
10,375
-910
| -8% | -$39.8K | 0.34% | 62 |
|
|
2017
Q2 | $484K | Sell |
11,285
-220
| -2% | -$9.44K | 0.39% | 57 |
|
|
2017
Q1 | $470K | Buy |
11,505
+3,250
| +39% | +$133K | 0.38% | 63 |
|
|
2016
Q4 | $326K | Buy |
+8,255
| New | +$326K | 0.29% | 72 |
|