Nightview Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,022
| Closed | -$870K | – | 17 |
|
|
2024
Q1 | $870K | Sell |
12,022
-5,018
| -29% | -$363K | 0.79% | 7 |
|
|
2023
Q4 | $1.17M | Buy |
17,040
+199
| +1% | +$13.7K | 0.77% | 7 |
|
|
2023
Q3 | $925K | Buy |
16,841
+1,173
| +7% | +$64.4K | 0.45% | 11 |
|
|
2023
Q2 | $888K | Buy |
+15,668
| New | +$888K | 0.4% | 15 |
|