Majedie Asset 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
Q1 | $5.94M | Sell |
70,637
-33,967
| -32% | -$2.86M | 0.49% | 63 |
|
|
2021
Q4 | $8.81M | Buy |
104,604
+30,819
| +42% | +$2.6M | 0.67% | 52 |
|
|
2021
Q3 | $5.38M | Sell |
73,785
-51,649
| -41% | -$3.76M | 0.41% | 67 |
|
|
2021
Q2 | $9.14M | Sell |
125,434
-74,440
| -37% | -$5.42M | 0.6% | 58 |
|
|
2021
Q1 | $13M | Buy |
199,874
+77,047
| +63% | +$5.02M | 0.95% | 30 |
|
|
2020
Q4 | $6.52M | Buy |
+122,827
| New | +$6.52M | 0.5% | 57 |
|