NCP Inc’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-181
| Closed | -$14.2K | – | 114 |
|
|
2025
Q1 | $14.2K | Hold |
181
| – | – | 0.02% | 91 |
|
|
2024
Q4 | $13.4K | Sell |
181
-87
| -32% | -$6.42K | 0.01% | 97 |
|
|
2024
Q3 | $17.3K | Sell |
268
-150
| -36% | -$9.71K | 0.01% | 86 |
|
|
2024
Q2 | $30.7K | Sell |
418
-61
| -13% | -$4.49K | 0.02% | 78 |
|
|
2024
Q1 | $34.6K | Buy |
+479
| New | +$34.6K | 0.02% | 75 |
|