Parkside Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $269K | Sell |
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|
2021
Q4 | $322K | Hold |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $292K | Hold |
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|
2021
Q1 | $261K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $216K | Sell |
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|
2018
Q4 | $237K | Buy |
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