New England Capital Financial Advisors’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 | $13K | Buy |
143
+1
| +0.7% | +$91 | 0.01% | 220 |
|
|
2025
Q1 | $11.1K | Hold |
142
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $10.5K | Buy |
142
+1
| +0.7% | +$74 | 0.01% | 228 |
|
|
2024
Q3 | $9.17K | Hold |
141
| – | – | ﹤0.01% | 237 |
|
|
2024
Q2 | $10.4K | Buy |
141
+1
| +0.7% | +$74 | 0.01% | 225 |
|
|
2024
Q1 | $10.2K | Hold |
140
| – | – | 0.01% | 226 |
|
|
2023
Q4 | $9.63K | Buy |
140
+1
| +0.7% | +$69 | 0.01% | 230 |
|
|
2023
Q3 | $7.65K | Sell |
139
-200
| -59% | -$11K | 0.01% | 243 |
|
|
2023
Q2 | $19.2K | Buy |
339
+44
| +15% | +$2.49K | 0.01% | 168 |
|
|
2023
Q1 | $15.5K | Buy |
295
+157
| +114% | +$8.23K | 0.01% | 206 |
|
|
2022
Q4 | $10.6K | Buy |
+138
| New | +$10.6K | 0.01% | 248 |
|