Jaffetilchin Investment Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-399
| Closed | -$25.8K | – | 1125 |
|
|
2024
Q3 | $25.8K | Buy |
+399
| New | +$25.8K | ﹤0.01% | 696 |
|
|
2018
Q2 | – | Sell |
-16,430
| Closed | -$858K | – | 355 |
|
|
2018
Q1 | $858K | Buy |
+16,430
| New | +$858K | 0.19% | 86 |
|
|
2017
Q4 | – | Sell |
-11,904
| Closed | -$521K | – | 286 |
|
|
2017
Q3 | $521K | Buy |
11,904
+2,611
| +28% | +$114K | 0.12% | 151 |
|
|
2017
Q2 | $399K | Sell |
9,293
-3,714
| -29% | -$159K | 0.14% | 132 |
|
|
2017
Q1 | $531K | Buy |
13,007
+260
| +2% | +$10.6K | 0.14% | 130 |
|
|
2016
Q4 | $503K | Buy |
+12,747
| New | +$503K | 0.15% | 116 |
|
|
2014
Q3 | – | Sell |
-14,343
| Closed | -$386K | – | 236 |
|
|
2014
Q2 | $386K | Buy |
+14,343
| New | +$386K | 0.14% | 118 |
|