JOYN Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,024
| Closed | -$167K | – | 1158 |
|
|
2018
Q4 | $167K | Sell |
4,024
-960
| -19% | -$39.8K | 0.04% | 132 |
|
|
2018
Q3 | $245K | Sell |
4,984
-109
| -2% | -$5.36K | 0.05% | 126 |
|
|
2018
Q2 | $260K | Sell |
5,093
-4,292
| -46% | -$219K | 0.06% | 117 |
|
|
2018
Q1 | $490K | Sell |
9,385
-1,865
| -17% | -$97.4K | 0.11% | 66 |
|
|
2017
Q4 | $578K | Buy |
+11,250
| New | +$578K | 0.12% | 73 |
|