Oliver Lagore Vanvalin Investment Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 947 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 961 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$4.58K | – | 725 |
|
|
2022
Q4 | $4.58K | Hold |
55
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $4K | Sell |
55
-73
| -57% | -$5.31K | ﹤0.01% | 469 |
|
|
2022
Q2 | $8K | Hold |
128
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $11K | Buy |
+128
| New | +$11K | 0.01% | 322 |
|