Jupiter Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$764K | – | 101 |
|
|
2024
Q1 | $764K | Hold |
10,000
| – | – | 0.4% | 55 |
|
|
2023
Q4 | $688K | Hold |
10,000
| – | – | 0.4% | 56 |
|
|
2023
Q3 | $544K | Hold |
10,000
| – | – | 0.35% | 55 |
|
|
2023
Q2 | $567K | Hold |
10,000
| – | – | 0.49% | 45 |
|
|
2023
Q1 | $524K | Buy |
+10,000
| New | +$524K | 0.48% | 39 |
|