Marino Stram & Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,434
| Closed | -$396K | – | 263 |
|
|
2021
Q2 | $396K | Buy |
+5,434
| New | +$396K | 0.1% | 153 |
|
|
2019
Q2 | – | Sell |
-864
| Closed | -$36K | – | 470 |
|
|
2019
Q1 | $36K | Buy |
864
+60
| +7% | +$2.5K | 0.03% | 191 |
|
|
2018
Q4 | $33K | Buy |
804
+117
| +17% | +$4.8K | 0.03% | 177 |
|
|
2018
Q3 | $34K | Buy |
687
+2
| +0.3% | +$99 | 0.03% | 198 |
|
|
2018
Q2 | $35K | Buy |
685
+59
| +9% | +$3.02K | 0.03% | 191 |
|
|
2018
Q1 | $33K | Buy |
626
+1
| +0.2% | +$53 | 0.03% | 200 |
|
|
2017
Q4 | $32K | Buy |
+625
| New | +$32K | 0.03% | 204 |
|