Lee Capital Holdings’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 | – | Sell |
-14,510
| Closed | -$1.22M | – | 69 |
|
|
2021
Q4 | $1.22M | Buy |
14,510
+2,820
| +24% | +$237K | 0.64% | 46 |
|
|
2021
Q3 | $851K | Sell |
11,690
-8,575
| -42% | -$624K | 0.45% | 51 |
|
|
2021
Q2 | $1.48M | Buy |
20,265
+3,525
| +21% | +$257K | 0.74% | 44 |
|
|
2021
Q1 | $1.09M | Buy |
16,740
+295
| +2% | +$19.2K | 0.48% | 55 |
|
|
2020
Q4 | $872K | Buy |
+16,445
| New | +$872K | 0.51% | 55 |
|
|
2018
Q4 | – | Sell |
-67,288
| Closed | -$3.31M | – | 54 |
|
|
2018
Q3 | $3.31M | Buy |
67,288
+19,890
| +42% | +$978K | 2.37% | 11 |
|
|
2018
Q2 | $2.42M | Buy |
+47,398
| New | +$2.42M | 1.71% | 20 |
|