Quest Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $586K | Sell |
6,965
-9
| -0.1% | -$757 | 0.1% | 134 |
|
|
2021
Q3 | $508K | Sell |
6,974
-259
| -4% | -$18.9K | 0.1% | 137 |
|
|
2021
Q2 | $527K | Buy |
7,233
+788
| +12% | +$57.4K | 0.11% | 129 |
|
|
2021
Q1 | $420K | Sell |
6,445
-2,704
| -30% | -$176K | 0.09% | 142 |
|
|
2020
Q4 | $485K | Sell |
9,149
-206
| -2% | -$10.9K | 0.11% | 112 |
|
|
2020
Q3 | $339K | Buy |
9,355
+2,580
| +38% | +$93.5K | 0.09% | 135 |
|
|
2020
Q2 | $229K | Sell |
6,775
-904
| -12% | -$30.6K | 0.07% | 177 |
|
|
2020
Q1 | $258K | Buy |
+7,679
| New | +$258K | 0.09% | 138 |
|