San Luis Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-49,985
| Closed | -$2.82M | – | 141 |
|
|
2023
Q2 | $2.82M | Buy |
+49,985
| New | +$2.82M | 1% | 22 |
|
|
2022
Q2 | – | Sell |
-2,177
| Closed | -$183K | – | 354 |
|
|
2022
Q1 | $183K | Buy |
+2,177
| New | +$183K | 0.09% | 158 |
|
|
2021
Q4 | – | Sell |
-8,866
| Closed | -$646K | – | 146 |
|
|
2021
Q3 | $646K | Buy |
+8,866
| New | +$646K | 0.36% | 70 |
|