MCG
MACRO Consulting Group’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $471K | Buy |
6,471
+59
| +0.9% | +$4.29K | 0.24% | 64 |
|
|
2021
Q1 | $418K | Buy |
6,412
+207
| +3% | +$13.5K | 0.23% | 63 |
|
|
2020
Q4 | $328K | Sell |
6,205
-42
| -0.7% | -$2.22K | 0.19% | 69 |
|
|
2020
Q3 | $257K | Buy |
+6,247
| New | +$257K | 0.17% | 76 |
|
|
2020
Q2 | – | Sell |
-5,851
| Closed | -$207K | – | 100 |
|
|
2020
Q1 | $207K | Buy |
+5,851
| New | +$207K | 0.16% | 81 |
|