PFS Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $436K | Buy |
7,699
+2,301
| +43% | +$130K | 0.01% | 408 |
|
|
2023
Q1 | $266K | Sell |
5,398
-15,198
| -74% | -$749K | ﹤0.01% | 451 |
|
|
2022
Q4 | $1.72M | Buy |
20,596
+2,055
| +11% | +$171K | 0.03% | 308 |
|
|
2022
Q3 | $1.33K | Buy |
18,541
+1,730
| +10% | +$124 | 0.02% | 308 |
|
|
2022
Q2 | $1.06M | Buy |
16,811
+2,236
| +15% | +$141K | 0.02% | 333 |
|
|
2022
Q1 | $1.23M | Buy |
+14,575
| New | +$1.23M | 0.02% | 334 |
|