Next Financial Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Sell |
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|
2019
Q2 | $130K | Buy |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $74K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $237K | Hold |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $324K | Sell |
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|
2017
Q2 | $455K | Buy |
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|
2017
Q1 | $355K | Sell |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $362K | Buy |
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|
2016
Q2 | $251K | Buy |
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|
2016
Q1 | $277K | Buy |
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|
2015
Q4 | $325K | Sell |
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|
2015
Q3 | $285K | Buy |
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|
2015
Q2 | $322K | Sell |
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|
2015
Q1 | $327K | Hold |
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|
2014
Q4 | $325K | Sell |
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|
2014
Q3 | $326K | Buy |
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|
2014
Q2 | $1K | Buy |
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