Retirement Group’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 | $94.6K | Sell |
1,308
-20
| -2% | -$1.45K | 0.03% | 167 |
|
|
2023
Q4 | $91.4K | Buy |
1,328
+313
| +31% | +$21.5K | 0.04% | 163 |
|
|
2023
Q3 | $55.7K | Sell |
1,015
-372
| -27% | -$20.4K | 0.02% | 189 |
|
|
2023
Q2 | $78.6K | Buy |
1,387
+538
| +63% | +$30.5K | 0.03% | 159 |
|
|
2023
Q1 | $44K | Buy |
+849
| New | +$44K | 0.02% | 209 |
|