Ropes Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $356K | Hold |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $863K | Buy |
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|
2020
Q2 | $763K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $18K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $0 | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $28K | Hold |
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|
2015
Q4 | $33K | Hold |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $33K | Buy |
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