MGO One Seven’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 | $4.28M | Sell |
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|
2025
Q1 | $4M | Buy |
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|
2024
Q4 | $3.62M | Sell |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $3.95M | Sell |
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|
2024
Q1 | $4.53M | Buy |
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|
2023
Q4 | $4.27M | Buy |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.69M | Sell |
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|
2022
Q3 | $3.65K | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.13M | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $795K | Buy |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $548K | Buy |
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|
2019
Q4 | $668K | Sell |
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|
2019
Q3 | $608K | Sell |
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|
2019
Q2 | $3.2M | Sell |
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|
2019
Q1 | $5.15M | Sell |
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|
2018
Q4 | $5.1M | Sell |
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|
2018
Q3 | $6.08M | Buy |
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|
2018
Q1 | $6.32M | Buy |
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|
2017
Q4 | $2.58M | Buy |
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