Polaris Wealth Advisory Group’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
Q3 | $9.85M | Sell |
|
|||||
|
2023
Q2 | $25.2M | Buy |
|
|||||
|
2023
Q1 | $18.2M | Buy |
|
|||||
|
2022
Q4 | $19.3M | Sell |
|
|||||
|
2022
Q3 | $24.4M | Sell |
|
|||||
|
2022
Q2 | $21.6M | Buy |
|
|||||
|
2022
Q1 | $570K | Hold |
|
|||||
|
2021
Q4 | $599K | Hold |
|
|||||
|
2021
Q3 | $544K | Hold |
|
|||||
|
2021
Q2 | $524K | Sell |
|
|||||
|
2021
Q1 | $496K | Sell |
|
|||||
|
2020
Q4 | $442K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $217K | Buy |
|