Loveless Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $745K | Buy |
11,785
+125
| +1% | +$7.9K | 0.49% | 66 |
|
|
2022
Q1 | $983K | Buy |
11,660
+410
| +4% | +$34.6K | 0.56% | 59 |
|
|
2021
Q4 | $946K | Buy |
11,250
+890
| +9% | +$74.8K | 0.52% | 61 |
|
|
2021
Q3 | $755K | Buy |
10,360
+345
| +3% | +$25.1K | 0.46% | 71 |
|
|
2021
Q2 | $729K | Buy |
10,015
+1,055
| +12% | +$76.8K | 0.44% | 72 |
|
|
2021
Q1 | $584K | Hold |
8,960
| – | – | 0.39% | 79 |
|
|
2020
Q4 | $475K | Sell |
8,960
-625
| -7% | -$33.1K | 0.35% | 84 |
|
|
2020
Q3 | $347K | Sell |
9,585
-100
| -1% | -$3.62K | 0.29% | 87 |
|
|
2020
Q2 | $327K | Buy |
9,685
+470
| +5% | +$15.9K | 0.3% | 82 |
|
|
2020
Q1 | $310K | Hold |
9,215
| – | – | 0.37% | 75 |
|
|
2019
Q4 | $433K | Buy |
+9,215
| New | +$433K | 0.37% | 75 |
|