Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $326K | Buy |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $331K | Sell |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $418K | Buy |
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|
2020
Q2 | $226K | Sell |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $355K | Sell |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $588K | Buy |
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|
2019
Q1 | $491K | Buy |
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|
2018
Q4 | $437K | Buy |
|