MAWCM
Mine & Arao Wealth Creation & Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,183
| Closed | -$85.6K | – | 303 |
|
|
2024
Q1 | $85.6K | Hold |
1,183
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $81.3K | Sell |
1,183
-194
| -14% | -$13.3K | 0.04% | 115 |
|
|
2023
Q3 | $75.6K | Buy |
1,377
+3
| +0.2% | +$165 | 0.05% | 112 |
|
|
2023
Q2 | $77.8K | Buy |
1,374
+1,259
| +1,095% | +$71.3K | 0.05% | 115 |
|
|
2023
Q1 | $6.03K | Hold |
115
| – | – | ﹤0.01% | 251 |
|
|
2022
Q4 | $9.55K | Buy |
115
+1
| +0.9% | +$83 | 0.01% | 221 |
|
|
2022
Q3 | $8K | Hold |
114
| – | – | 0.01% | 243 |
|
|
2022
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 248 |
|
|
2022
Q1 | $10K | Buy |
114
+1
| +0.9% | +$88 | 0.01% | 230 |
|
|
2021
Q4 | $10K | Hold |
113
| – | – | 0.01% | 233 |
|
|
2021
Q3 | $8K | Hold |
113
| – | – | ﹤0.01% | 237 |
|
|
2021
Q2 | $8K | Hold |
113
| – | – | ﹤0.01% | 228 |
|
|
2021
Q1 | $7K | Buy |
113
+1
| +0.9% | +$62 | ﹤0.01% | 227 |
|
|
2020
Q4 | $6K | Hold |
112
| – | – | ﹤0.01% | 231 |
|
|
2020
Q3 | $4K | Buy |
112
+1
| +0.9% | +$36 | ﹤0.01% | 238 |
|
|
2020
Q2 | $4K | Sell |
111
-850
| -88% | -$30.6K | ﹤0.01% | 215 |
|
|
2020
Q1 | $32K | Buy |
+961
| New | +$32K | 0.04% | 129 |
|