Leelyn Smith’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44
| Closed | -$3.66K | – | 358 |
|
|
2022
Q4 | $3.66K | Hold |
44
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $3K | Sell |
44
-1,642
| -97% | -$112K | ﹤0.01% | 410 |
|
|
2022
Q2 | $107K | Sell |
1,686
-121
| -7% | -$7.68K | 0.03% | 151 |
|
|
2022
Q1 | $152K | Buy |
1,807
+121
| +7% | +$10.2K | 0.04% | 126 |
|
|
2021
Q4 | $142K | Sell |
1,686
-160
| -9% | -$13.5K | 0.04% | 134 |
|
|
2021
Q3 | $134K | Sell |
1,846
-2,644
| -59% | -$192K | 0.04% | 137 |
|
|
2021
Q2 | $327K | Sell |
4,490
-5,050
| -53% | -$368K | 0.1% | 97 |
|
|
2021
Q1 | $622K | Sell |
9,540
-33,090
| -78% | -$2.16M | 0.19% | 94 |
|
|
2020
Q4 | $2.26M | Buy |
42,630
+3,769
| +10% | +$200K | 0.72% | 36 |
|
|
2020
Q3 | $1.41M | Buy |
38,861
+5,217
| +16% | +$189K | 0.5% | 56 |
|
|
2020
Q2 | $1.14M | Buy |
33,644
+5,064
| +18% | +$171K | 0.47% | 61 |
|
|
2020
Q1 | $961K | Buy |
28,580
+7,412
| +35% | +$249K | 0.51% | 59 |
|
|
2019
Q4 | $1.01K | Buy |
+21,168
| New | +$1.01K | 0.48% | 65 |
|