Sargent Bickham Lagudis’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $320K | Hold |
|
|||||
|
2022
Q3 | $276K | Buy |
|
|||||
|
2022
Q2 | $242K | Sell |
|
|||||
|
2022
Q1 | $328K | Sell |
|
|||||
|
2021
Q4 | $378K | Hold |
|
|||||
|
2021
Q3 | $327K | Buy |
|
|||||
|
2021
Q2 | $326K | Buy |
|
|||||
|
2021
Q1 | $288K | Sell |
|
|||||
|
2020
Q4 | $251K | Buy |
|
|||||
|
2020
Q3 | $50K | Buy |
|
|||||
|
2020
Q2 | $46K | Buy |
|
|||||
|
2020
Q1 | $46K | Buy |
|
|||||
|
2019
Q4 | $21K | Buy |
|
|||||
|
2019
Q3 | $18K | Buy |
|
|||||
|
2019
Q2 | $17K | Sell |
|
|||||
|
2019
Q1 | $34K | Sell |
|
|||||
|
2018
Q4 | $61K | Buy |
|
|||||
|
2018
Q3 | $72K | Buy |
|
|||||
|
2018
Q2 | $55K | Buy |
|
|||||
|
2018
Q1 | $56K | Sell |
|
|||||
|
2017
Q4 | $68K | Buy |
|
|||||
|
2017
Q3 | $57K | Buy |
|
|||||
|
2017
Q2 | $56K | Sell |
|
|||||
|
2017
Q1 | $54K | Buy |
|
|||||
|
2016
Q4 | $27K | Sell |
|
|||||
|
2016
Q3 | $27 | Sell |
|
|||||
|
2016
Q2 | $65K | Hold |
|
|||||
|
2016
Q1 | $72K | Buy |
|