Sageworth Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23
| Closed | -$2K | – | 571 |
|
|
2022
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 368 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | – | – | 320 |
|
|
2020
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 325 |
|
|
2018
Q1 | – | Sell |
-22
| Closed | -$1K | – | 166 |
|
|
2017
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 104 |
|