Laurel Wealth Advisors (California)’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
Q4 | $662K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $790K | Buy |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $577K | Sell |
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|
2021
Q2 | $627K | Buy |
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|
2021
Q1 | $551K | Buy |
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|
2020
Q4 | $404K | Sell |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $631K | Buy |
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|
2019
Q3 | $524K | Buy |
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|
2019
Q2 | $467K | Buy |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $445K | Buy |
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|
2018
Q3 | $439K | Sell |
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|
2018
Q2 | $458K | Buy |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $454K | Buy |
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|
2017
Q3 | $343K | Sell |
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|
2017
Q2 | $339K | Buy |
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|
2017
Q1 | $296K | Sell |
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|
2016
Q4 | $287K | Sell |
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|
2016
Q3 | $279K | Buy |
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