Northeast Financial Consultants’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.43M | Hold |
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|
2023
Q3 | $1.94M | Hold |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $8.37M | Hold |
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|
2022
Q3 | $7.23M | Hold |
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|
2022
Q2 | $6.35M | Hold |
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|
2022
Q1 | $8.48M | Buy |
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|
2021
Q4 | $8.46M | Hold |
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|
2021
Q3 | $7.32M | Hold |
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|
2021
Q2 | $7.32M | Hold |
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|
2021
Q1 | $6.55M | Hold |
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|
2020
Q4 | $5.33M | Hold |
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|
2020
Q3 | $3.64M | Hold |
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|
2020
Q2 | $3.39M | Hold |
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|
2020
Q1 | $3.38M | Hold |
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|
2019
Q4 | $4.78M | Sell |
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|
2019
Q3 | $4.22M | Hold |
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|
2019
Q2 | $4.06M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $326K | Hold |
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|
2015
Q1 | $304K | Buy |
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