Moisand Fitzgerald Tamayo’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21
| Closed | -$1.46K | – | 644 |
|
|
2023
Q4 | $1.46K | Sell |
21
-34
| -62% | -$2.36K | ﹤0.01% | 564 |
|
|
2023
Q3 | $3.03K | Buy |
55
+21
| +62% | +$1.16K | ﹤0.01% | 494 |
|
|
2023
Q2 | $1.93K | Hold |
34
| – | – | ﹤0.01% | 552 |
|
|
2023
Q1 | $1.78K | Hold |
34
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $2.83K | Buy |
34
+19
| +127% | +$1.58K | ﹤0.01% | 491 |
|
|
2022
Q3 | $1K | Sell |
15
-7
| -32% | -$467 | ﹤0.01% | 650 |
|
|
2022
Q2 | $1K | Sell |
22
-22
| -50% | -$1K | ﹤0.01% | 552 |
|
|
2022
Q1 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 296 |
|
|
2020
Q2 | – | Sell |
-58
| Closed | -$2K | – | 331 |
|
|
2020
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 231 |
|
|
2019
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 240 |
|
|
2019
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 250 |
|
|
2019
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 253 |
|
|
2019
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 257 |
|
|
2018
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 250 |
|
|
2018
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 262 |
|
|
2018
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 246 |
|
|
2018
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 282 |
|
|
2017
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 240 |
|
|
2017
Q3 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 261 |
|