Loveless Wealth Management’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
Q2 | $745K | Buy |
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|
2022
Q1 | $983K | Buy |
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|
2021
Q4 | $946K | Buy |
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|
2021
Q3 | $755K | Buy |
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|
2021
Q2 | $729K | Buy |
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|
2021
Q1 | $584K | Hold |
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|
2020
Q4 | $475K | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $327K | Buy |
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|
2020
Q1 | $310K | Hold |
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|
2019
Q4 | $433K | Buy |
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