Janiczek Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $165K | Hold |
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|
2024
Q1 | $162K | Buy |
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|
2023
Q4 | $153K | Sell |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | $171 | Sell |
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|
2023
Q1 | $1.32K | Sell |
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|
2022
Q4 | $9.27K | Buy |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13K | Buy |
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|
2021
Q2 | $11K | Buy |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $1K | Hold |
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|
2020
Q3 | $1K | Buy |
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