Price Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5K | Sell |
144
-17,795
| -99% | -$618K | ﹤0.01% | 338 |
|
|
2020
Q2 | $605K | Sell |
17,939
-666
| -4% | -$22.5K | 0.18% | 49 |
|
|
2020
Q1 | $626K | Buy |
18,605
+4,720
| +34% | +$159K | 0.23% | 43 |
|
|
2019
Q4 | $660K | Buy |
13,885
+4,625
| +50% | +$220K | 0.21% | 42 |
|
|
2019
Q3 | $387K | Buy |
+9,260
| New | +$387K | 0.13% | 54 |
|
|
2018
Q3 | – | Sell |
-15,121
| Closed | -$773K | – | 404 |
|
|
2018
Q2 | $773K | Buy |
15,121
+460
| +3% | +$23.5K | 0.29% | 36 |
|
|
2018
Q1 | $765K | Buy |
14,661
+13,939
| +1,931% | +$727K | 0.46% | 34 |
|
|
2017
Q4 | $37K | Buy |
+722
| New | +$37K | 0.02% | 71 |
|