Parkside Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,000
| Closed | -$442K | – | 100 |
|
|
2024
Q2 | $442K | Sell |
6,000
-6,000
| -50% | -$442K | 0.07% | 76 |
|
|
2024
Q1 | $868K | Sell |
12,000
-3,000
| -20% | -$217K | 0.14% | 66 |
|
|
2023
Q4 | $1.03M | Hold |
15,000
| – | – | 0.17% | 64 |
|
|
2023
Q3 | $824K | Sell |
15,000
-7,413
| -33% | -$407K | 0.15% | 65 |
|
|
2023
Q2 | $1.1M | Buy |
+22,413
| New | +$1.1M | 0.21% | 58 |
|
|
2022
Q2 | – | Sell |
-1,021
| Closed | -$86K | – | 146 |
|
|
2022
Q1 | $86K | Buy |
+1,021
| New | +$86K | 0.02% | 101 |
|
|
2018
Q2 | – | Sell |
-6,000
| Closed | -$313K | – | 94 |
|
|
2018
Q1 | $313K | Buy |
+6,000
| New | +$313K | 0.16% | 85 |
|