Nations Financial Group’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 |
-28,294
| Closed | -$1.95M | – | 648 |
|
|
2023
Q4 | $1.95M | Buy |
28,294
+7,549
| +36% | +$519K | 0.18% | 132 |
|
|
2023
Q3 | $1.14M | Buy |
20,745
+5,181
| +33% | +$284K | 0.11% | 210 |
|
|
2023
Q2 | $882K | Buy |
+15,564
| New | +$882K | 0.09% | 264 |
|
|
2023
Q1 | – | Sell |
-30,048
| Closed | -$2.5M | – | 633 |
|
|
2022
Q4 | $2.5M | Buy |
+30,048
| New | +$2.5M | 0.28% | 91 |
|