Reitz Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $307K | Hold |
4,461
| – | – | 0.55% | 18 |
|
|
2023
Q4 | $307K | Sell |
4,461
-120
| -3% | -$8.26K | 0.55% | 19 |
|
|
2023
Q3 | $235K | Buy |
4,581
+485
| +12% | +$24.9K | 0.45% | 21 |
|
|
2023
Q2 | $232K | Buy |
+4,096
| New | +$232K | 0.21% | 40 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$47K | – | 103 |
|
|
2020
Q2 | $47K | Buy |
+1,400
| New | +$47K | 0.06% | 68 |
|