Reliant Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-63,835
| Closed | -$3.5M | – | 65 |
|
|
2023
Q3 | $3.5M | Buy |
63,835
+1,235
| +2% | +$67.8K | 2.04% | 29 |
|
|
2023
Q2 | $3.55M | Buy |
62,600
+7,495
| +14% | +$425K | 2.04% | 29 |
|
|
2023
Q1 | $2.89M | Sell |
55,105
-2,145
| -4% | -$112K | 1.82% | 32 |
|
|
2022
Q4 | $4.77M | Buy |
+57,250
| New | +$4.77M | 2.84% | 14 |
|
|
2018
Q3 | – | Sell |
-74,750
| Closed | -$3.82M | – | 55 |
|
|
2018
Q2 | $3.82M | Sell |
74,750
-175
| -0.2% | -$8.94K | 2.85% | 15 |
|
|
2018
Q1 | $3.91M | Sell |
74,925
-145
| -0.2% | -$7.57K | 2.91% | 11 |
|
|
2017
Q4 | $3.86M | Buy |
75,070
+1,505
| +2% | +$77.3K | 2.64% | 12 |
|
|
2017
Q3 | $3.22M | Sell |
73,565
-235
| -0.3% | -$10.3K | 2.71% | 19 |
|
|
2017
Q2 | $3.17M | Buy |
+73,800
| New | +$3.17M | 2.46% | 21 |
|