RFP Financial 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
Q3 | – | Sell |
-94
| Closed | -$6.93K | – | 658 |
|
|
2024
Q2 | $6.93K | Sell |
94
-126
| -57% | -$9.29K | ﹤0.01% | 501 |
|
|
2024
Q1 | $15.9K | Buy |
220
+56
| +34% | +$4.05K | 0.01% | 344 |
|
|
2023
Q4 | $11.3K | Hold |
164
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $9K | Hold |
164
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $9.3K | Sell |
164
-63
| -28% | -$3.57K | ﹤0.01% | 431 |
|
|
2023
Q1 | $11.9K | Buy |
227
+63
| +38% | +$3.3K | 0.01% | 253 |
|
|
2022
Q4 | $13.7K | Buy |
+164
| New | +$13.7K | 0.01% | 345 |
|