Powell Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $807K | Sell |
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|
2023
Q4 | $808K | Hold |
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|
2023
Q3 | $644K | Hold |
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|
2023
Q2 | $665K | Hold |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $844K | Hold |
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|
2022
Q2 | $742K | Hold |
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|
2022
Q1 | $990K | Buy |
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|
2021
Q4 | $985K | Hold |
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|
2021
Q3 | $853K | Hold |
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|
2021
Q2 | $853K | Hold |
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|
2021
Q1 | $764K | Hold |
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|
2020
Q4 | $621K | Hold |
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|
2020
Q3 | $424K | Hold |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $394K | Hold |
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|
2019
Q4 | $557K | Buy |
|