OPTFSNA
Old Point Trust & Financial Services N A’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
116
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $9.08K | Hold |
116
| – | – | ﹤0.01% | 287 |
|
|
2024
Q4 | $8.59K | Hold |
116
| – | – | ﹤0.01% | 281 |
|
|
2024
Q3 | $7.52K | Hold |
116
| – | – | ﹤0.01% | 267 |
|
|
2024
Q2 | $8.55K | Hold |
116
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $8.39K | Hold |
116
| – | – | ﹤0.01% | 296 |
|
|
2023
Q4 | $7.98K | Buy |
+116
| New | +$7.98K | ﹤0.01% | 224 |
|
|
2023
Q3 | – | Sell |
-116
| Closed | -$6.58K | – | 217 |
|
|
2023
Q2 | $6.58K | Buy |
+116
| New | +$6.58K | ﹤0.01% | 220 |
|