Kings Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $90K | Buy |
1,065
+565
| +113% | +$47.7K | 0.01% | 282 |
|
|
2021
Q4 | $42K | Hold |
500
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $36K | Hold |
500
| – | – | ﹤0.01% | 397 |
|
|
2021
Q2 | $36K | Buy |
+500
| New | +$36K | ﹤0.01% | 381 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$27K | – | 546 |
|
|
2020
Q4 | $27K | Sell |
500
-40
| -7% | -$2.16K | ﹤0.01% | 390 |
|
|
2020
Q3 | $20K | Hold |
540
| – | – | ﹤0.01% | 414 |
|
|
2020
Q2 | $18K | Hold |
540
| – | – | ﹤0.01% | 376 |
|
|
2020
Q1 | $18K | Sell |
540
-8,460
| -94% | -$282K | ﹤0.01% | 370 |
|
|
2019
Q4 | $428K | Buy |
9,000
+26
| +0.3% | +$1.24K | 0.06% | 132 |
|
|
2019
Q3 | $375K | Sell |
8,974
-500
| -5% | -$20.9K | 0.06% | 133 |
|
|
2019
Q2 | $381K | Buy |
+9,474
| New | +$381K | 0.07% | 117 |
|