NuWave Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $102K | Sell |
|
|||||
|
2022
Q1 | $298K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $228K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $69K | Sell |
|
|||||
|
2020
Q2 | $181K | Sell |
|
|||||
|
2020
Q1 | $184K | Sell |
|
|||||
|
2019
Q4 | $1.51M | Buy |
|
|||||
|
2019
Q3 | $3K | Sell |
|
|||||
|
2019
Q2 | $4K | Sell |
|
|||||
|
2019
Q1 | $245K | Buy |
|
|||||
|
2018
Q4 | $18K | Sell |
|
|||||
|
2018
Q3 | $487K | Sell |
|
|||||
|
2018
Q2 | $568K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $883K | Buy |
|
|||||
|
2014
Q3 | $89K | Sell |
|
|||||
|
2014
Q2 | $174K | Sell |
|
|||||
|
2014
Q1 | $359K | Buy |
|
|||||
|
2013
Q4 | $2K | Sell |
|
|||||
|
2013
Q3 | $10K | Buy |
|
|||||
|
2013
Q2 | $9K | Buy |
|