PFWA
Paces Ferry Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,298
| Closed | -$240K | – | 120 |
|
|
2021
Q3 | $240K | Sell |
3,298
-505
| -13% | -$36.8K | 0.19% | 103 |
|
|
2021
Q2 | $277K | Buy |
3,803
+14
| +0.4% | +$1.02K | 0.21% | 97 |
|
|
2021
Q1 | $247K | Sell |
3,789
-1,217
| -24% | -$79.3K | 0.21% | 101 |
|
|
2020
Q4 | $266K | Sell |
5,006
-567
| -10% | -$30.1K | 0.24% | 85 |
|
|
2020
Q3 | $202K | Buy |
+5,573
| New | +$202K | 0.18% | 100 |
|