NovaPoint Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,573
| Closed | -$1.55M | – | 132 |
|
|
2022
Q4 | $1.55M | Sell |
18,573
-1,118
| -6% | -$93.1K | 0.68% | 49 |
|
|
2022
Q3 | $1.42M | Sell |
19,691
-1,315
| -6% | -$94.5K | 0.64% | 52 |
|
|
2022
Q2 | $1.33M | Sell |
21,006
-2,896
| -12% | -$183K | 0.58% | 56 |
|
|
2022
Q1 | $2.02M | Buy |
+23,902
| New | +$2.02M | 0.73% | 53 |
|