Pin Oak Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
224
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $17K | Hold |
224
| – | – | 0.01% | 283 |
|
|
2024
Q4 | $15K | Hold |
224
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $14K | Buy |
+224
| New | +$14K | 0.01% | 311 |
|
|
2019
Q4 | – | Sell |
-35
| Closed | -$1K | – | 415 |
|
|
2019
Q3 | $1K | Sell |
35
-98
| -74% | -$2.8K | ﹤0.01% | 408 |
|
|
2019
Q2 | $5K | Buy |
+133
| New | +$5K | ﹤0.01% | 411 |
|