Legacy Bridge’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183 | Buy |
+2
| New | +$183 | ﹤0.01% | 300 |
|
|
2020
Q1 | – | Sell |
-11,269
| Closed | -$536K | – | 302 |
|
|
2019
Q4 | $536K | Buy |
11,269
+600
| +6% | +$28.5K | 0.45% | 82 |
|
|
2019
Q3 | $446K | Sell |
10,669
-600
| -5% | -$25.1K | 0.43% | 86 |
|
|
2019
Q2 | $453K | Hold |
11,269
| – | – | 0.44% | 84 |
|
|
2019
Q1 | $482K | Hold |
11,269
| – | – | 0.5% | 74 |
|
|
2018
Q4 | $468K | Buy |
+11,269
| New | +$468K | 0.58% | 64 |
|