Narus Financial Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $264K | Sell |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $245K | Hold |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q1 | $222K | Buy |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q2 | $201K | Buy |
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|
2017
Q3 | $219K | Hold |
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|
2017
Q2 | $215K | Hold |
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|
2017
Q1 | $204K | Buy |
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