KG&L Capital 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
Q4 | – | Sell |
-9,061
| Closed | -$587K | – | 201 |
|
|
2024
Q3 | $587K | Buy |
+9,061
| New | +$587K | 0.19% | 110 |
|
|
2024
Q1 | – | Sell |
-3,430
| Closed | -$236K | – | 183 |
|
|
2023
Q4 | $236K | Buy |
+3,430
| New | +$236K | 0.1% | 157 |
|
|
2023
Q3 | – | Sell |
-4,045
| Closed | -$229K | – | 163 |
|
|
2023
Q2 | $229K | Buy |
+4,045
| New | +$229K | 0.11% | 137 |
|