KB Financial Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29K | Hold |
524
| – | – | 0.01% | 318 |
|
|
2023
Q2 | $30K | Sell |
524
-15,438
| -97% | -$884K | 0.01% | 327 |
|
|
2023
Q1 | $836K | Sell |
15,962
-266
| -2% | -$13.9K | 0.25% | 38 |
|
|
2022
Q4 | $1.35M | Sell |
16,228
-842
| -5% | -$70.1K | 0.46% | 24 |
|
|
2022
Q3 | $1.23M | Buy |
17,070
+2,895
| +20% | +$208K | 0.44% | 19 |
|
|
2022
Q2 | $896K | Sell |
14,175
-38
| -0.3% | -$2.4K | 0.31% | 26 |
|
|
2022
Q1 | $1.2M | Buy |
14,213
+919
| +7% | +$77.5K | 0.33% | 21 |
|
|
2021
Q4 | $1.12M | Buy |
13,294
+5,258
| +65% | +$442K | 0.32% | 23 |
|
|
2021
Q3 | $585K | Buy |
8,036
+636
| +9% | +$46.3K | 0.21% | 49 |
|
|
2021
Q2 | $539K | Buy |
7,400
+6,176
| +505% | +$450K | 0.2% | 46 |
|
|
2021
Q1 | $80K | Buy |
+1,224
| New | +$80K | 0.03% | 224 |
|