KB Financial Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $29K | Hold |
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|
2023
Q2 | $30K | Sell |
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|
2023
Q1 | $836K | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $896K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $539K | Buy |
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|
2021
Q1 | $80K | Buy |
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