Monte Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $728K | Sell |
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|
2023
Q2 | $778K | Buy |
|
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|
2023
Q1 | $590K | Buy |
|
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|
2022
Q4 | $918K | Buy |
|
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|
2022
Q3 | $747K | Buy |
|
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|
2022
Q2 | $646K | Buy |
|
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|
2022
Q1 | $796K | Sell |
|
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|
2021
Q4 | $6.03M | Sell |
|
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|
2021
Q3 | $6.07M | Buy |
|
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|
2021
Q2 | $6.05M | Sell |
|
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|
2021
Q1 | $5.84M | Sell |
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|
2020
Q4 | $4.93M | Sell |
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|
2020
Q3 | $3.51M | Buy |
|
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|
2020
Q2 | $430K | Buy |
|