RegentAtlantic Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.15M | Buy |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $3.31M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $407K | Sell |
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|
2020
Q3 | $304K | Buy |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $810K | Sell |
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|
2019
Q3 | $795K | Hold |
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|
2019
Q2 | $764K | Hold |
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|
2019
Q1 | $813K | Buy |
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|
2018
Q4 | $774K | Buy |
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|
2018
Q3 | $906K | Buy |
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|
2018
Q2 | $939K | Sell |
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|
2018
Q1 | $973K | Sell |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $939K | Buy |
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|
2017
Q2 | $777K | Sell |
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|
2017
Q1 | $903K | Sell |
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|
2016
Q4 | $996K | Sell |
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|
2016
Q3 | $869K | Hold |
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|
2016
Q2 | $697K | Hold |
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|
2016
Q1 | $771K | Sell |
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|
2015
Q4 | $939K | Buy |
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|
2015
Q3 | $636K | Sell |
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|
2015
Q2 | $799K | Sell |
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|
2015
Q1 | $813K | Hold |
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|
2014
Q4 | $806K | Sell |
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|
2014
Q3 | $867K | Sell |
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|
2014
Q2 | $907K | Buy |
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|
2014
Q1 | $905K | Sell |
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|
2013
Q4 | $944K | Sell |
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|
2013
Q3 | $810K | Buy |
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|
2013
Q2 | $780K | Buy |
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