Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Hold |
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|
2025
Q1 | $17K | Hold |
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|
2024
Q4 | $16.1K | Sell |
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|
2024
Q3 | $18.3K | Hold |
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|
2024
Q2 | $20.9K | Buy |
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|
2024
Q1 | $10.9K | Hold |
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|
2023
Q4 | $10.3K | Hold |
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|
2023
Q3 | $8.23K | Hold |
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|
2023
Q2 | $9.83K | Sell |
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|
2023
Q1 | $10.5K | Hold |
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|
2022
Q4 | $16.7K | Buy |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $17K | Hold |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $15K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $13K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $13K | Sell |
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|
2018
Q4 | $95K | Sell |
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|
2018
Q3 | $179K | Hold |
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|
2018
Q2 | $187K | Hold |
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|
2018
Q1 | $191K | Sell |
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|
2017
Q4 | $249K | Sell |
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|
2017
Q3 | $245K | Sell |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $230K | Sell |
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|
2016
Q4 | $239K | Buy |
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