McMillion Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.35K | Buy |
+165
| New | +$9.35K | 0.01% | 150 |
|
|
2022
Q4 | – | Sell |
-165
| Closed | -$12K | – | 168 |
|
|
2022
Q3 | $12K | Hold |
165
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $10K | Buy |
+165
| New | +$10K | 0.01% | 171 |
|
|
2021
Q1 | – | Sell |
-182
| Closed | -$10K | – | 239 |
|
|
2020
Q4 | $10K | Buy |
+182
| New | +$10K | 0.01% | 204 |
|
|
2020
Q2 | – | Sell |
-165
| Closed | -$6K | – | 224 |
|
|
2020
Q1 | $6K | Hold |
165
| – | – | ﹤0.01% | 223 |
|
|
2019
Q4 | $8K | Hold |
165
| – | – | ﹤0.01% | 209 |
|
|
2019
Q3 | $7K | Hold |
165
| – | – | ﹤0.01% | 217 |
|
|
2019
Q2 | $7K | Buy |
+165
| New | +$7K | ﹤0.01% | 221 |
|