Landaas & Company’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,621
| Closed | -$262K | – | 90 |
|
|
2024
Q1 | $262K | Buy |
3,621
+21
| +0.6% | +$1.52K | 0.09% | 69 |
|
|
2023
Q4 | $248K | Buy |
+3,600
| New | +$248K | 0.09% | 63 |
|
|
2023
Q3 | – | Sell |
-3,600
| Closed | -$204K | – | 82 |
|
|
2023
Q2 | $204K | Buy |
+3,600
| New | +$204K | 0.09% | 75 |
|