Kistler-Tiffany Companies’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$45.3K Sell
799
-4,588
-85% -$260K 0.01% 502
2023
Q1
$282K Buy
5,387
+2,109
+64% +$110K 0.05% 251
2022
Q4
$273K Buy
3,278
+2,445
+294% +$204K 0.06% 205
2022
Q3
$60K Buy
833
+615
+282% +$44.3K 0.01% 358
2022
Q2
$14K Buy
218
+1
+0.5% +$64 ﹤0.01% 551
2022
Q1
$18K Hold
217
﹤0.01% 537
2021
Q4
$18K Buy
217
+1
+0.5% +$83 ﹤0.01% 528
2021
Q3
$16K Hold
216
﹤0.01% 533
2021
Q2
$16K Buy
216
+1
+0.5% +$74 ﹤0.01% 515
2021
Q1
$14K Hold
215
﹤0.01% 497
2020
Q4
$11K Buy
215
+1
+0.5% +$51 ﹤0.01% 495
2020
Q3
$8K Hold
214
﹤0.01% 502
2020
Q2
$7K Hold
214
﹤0.01% 483
2020
Q1
$10K Hold
214
﹤0.01% 443
2019
Q4
$10K Hold
214
﹤0.01% 450
2019
Q3
$9K Hold
214
﹤0.01% 470
2019
Q2
$9K Hold
214
﹤0.01% 459
2019
Q1
$9K Hold
214
﹤0.01% 447
2018
Q4
$9K Hold
214
﹤0.01% 416
2018
Q3
$11K Hold
214
﹤0.01% 414
2018
Q2
$11K Hold
214
﹤0.01% 411
2018
Q1
$11K Hold
214
﹤0.01% 421
2017
Q4
$11K Hold
214
﹤0.01% 427
2017
Q3
$9K Hold
214
﹤0.01% 426
2017
Q2
$9K Hold
214
﹤0.01% 410
2017
Q1
$9K Hold
214
﹤0.01% 408
2016
Q4
$8K Hold
214
﹤0.01% 423
2016
Q3
$7K Buy
214
+102
+91% +$3.34K ﹤0.01% 454
2016
Q2
$3K Hold
112
﹤0.01% 519
2016
Q1
$3K Hold
112
﹤0.01% 493
2015
Q4
$4K Hold
112
﹤0.01% 515
2015
Q3
$3K Hold
112
﹤0.01% 536
2015
Q2
$4K Hold
112
﹤0.01% 522
2015
Q1
$3K Hold
112
﹤0.01% 521
2014
Q4
$3K Hold
112
﹤0.01% 519
2014
Q3
$3K Hold
112
﹤0.01% 540
2014
Q2
$3K Hold
112
﹤0.01% 521
2014
Q1
$3K Hold
112
﹤0.01% 514
2013
Q4
$3K Hold
112
﹤0.01% 522
2013
Q3
$2K Hold
112
﹤0.01% 532
2013
Q2
$2K Buy
+112
New +$2K ﹤0.01% 533