LeJeune Puetz Investment Counsel’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.07M | Buy |
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|
2022
Q4 | $4.53M | Buy |
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|
2022
Q3 | $3.88M | Buy |
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|
2022
Q2 | $3.3M | Buy |
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|
2022
Q1 | $4.04M | Sell |
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|
2021
Q4 | $4.08M | Hold |
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|
2021
Q3 | $3.54M | Buy |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.2M | Buy |
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|
2020
Q4 | $2.59M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.57M | Sell |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $2.19M | Buy |
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|
2019
Q3 | $1.85M | Hold |
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|
2019
Q2 | $1.78M | Buy |
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|
2019
Q1 | $1.81M | Buy |
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|
2018
Q4 | $1.63M | Buy |
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|
2018
Q3 | $1.68M | Hold |
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|
2018
Q2 | $1.74M | Sell |
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|
2018
Q1 | $1.96M | Sell |
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|
2017
Q4 | $1.94M | Sell |
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|
2017
Q3 | $1.72M | Hold |
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|
2017
Q2 | $1.69M | Sell |
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|
2017
Q1 | $1.63M | Sell |
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|
2016
Q4 | $1.63M | Buy |
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