Nachman Norwood & Parrott’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $347K | Sell |
4,769
-68
| -1% | -$4.95K | 0.04% | 224 |
|
|
2021
Q1 | $315K | Buy |
4,837
+14
| +0.3% | +$912 | 0.03% | 225 |
|
|
2020
Q4 | $256K | Buy |
4,823
+233
| +5% | +$12.4K | 0.03% | 232 |
|
|
2020
Q3 | $166K | Sell |
4,590
-1,427
| -24% | -$51.6K | 0.02% | 277 |
|
|
2020
Q2 | $203K | Buy |
6,017
+78
| +1% | +$2.63K | 0.03% | 231 |
|
|
2020
Q1 | $200K | Sell |
5,939
-38
| -0.6% | -$1.28K | 0.04% | 220 |
|
|
2019
Q4 | $284K | Buy |
+5,977
| New | +$284K | 0.05% | 212 |
|