Resurgent Financial 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 | – | Sell |
-898
| Closed | -$61.8K | – | 422 |
|
|
2023
Q4 | $61.8K | Sell |
898
-1,176
| -57% | -$80.9K | 0.04% | 297 |
|
|
2023
Q3 | $114K | Sell |
2,074
-21
| -1% | -$1.15K | 0.08% | 213 |
|
|
2023
Q2 | $119K | Sell |
2,095
-150
| -7% | -$8.5K | 0.08% | 211 |
|
|
2023
Q1 | $118K | Buy |
2,245
+1,173
| +109% | +$61.4K | 0.08% | 208 |
|
|
2022
Q4 | $89.3K | Buy |
+1,072
| New | +$89.3K | 0.05% | 320 |
|