Personal Wealth Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-204
| Closed | -$15K | – | 341 |
|
|
2021
Q2 | $15K | Buy |
+204
| New | +$15K | 0.01% | 236 |
|
|
2020
Q1 | – | Sell |
-218
| Closed | -$10K | – | 512 |
|
|
2019
Q4 | $10K | Hold |
218
| – | – | ﹤0.01% | 233 |
|
|
2019
Q3 | $9K | Buy |
218
+14
| +7% | +$578 | ﹤0.01% | 245 |
|
|
2019
Q2 | $8K | Buy |
+204
| New | +$8K | ﹤0.01% | 227 |
|