Kings Point Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $90K | Buy |
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|
2021
Q4 | $42K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $36K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $428K | Buy |
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|
2019
Q3 | $375K | Sell |
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|
2019
Q2 | $381K | Buy |
|