Kemnay Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,100
| Closed | -$543K | – | 97 |
|
|
2020
Q2 | $543K | Sell |
16,100
-6,012
| -27% | -$203K | 0.08% | 57 |
|
|
2020
Q1 | $743K | Sell |
22,112
-24,093
| -52% | -$810K | 0.21% | 41 |
|
|
2019
Q4 | $2.2M | Buy |
46,205
+17,357
| +60% | +$826K | 0.55% | 23 |
|
|
2019
Q3 | $1.21M | Buy |
+28,848
| New | +$1.21M | 0.31% | 32 |
|
|
2019
Q2 | – | Sell |
-43,046
| Closed | -$1.84M | – | 133 |
|
|
2019
Q1 | $1.84M | Buy |
+43,046
| New | +$1.84M | 0.4% | 33 |
|