SWM
SFG Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,050
| Closed | -$262K | – | 105 |
|
|
2024
Q3 | $262K | Hold |
4,050
| – | – | 0.14% | 80 |
|
|
2024
Q2 | $298K | Hold |
4,050
| – | – | 0.17% | 77 |
|
|
2024
Q1 | $293K | Hold |
4,050
| – | – | 0.17% | 76 |
|
|
2023
Q4 | $279K | Hold |
4,050
| – | – | 0.19% | 78 |
|
|
2023
Q3 | $222K | Buy |
4,050
+200
| +5% | +$11K | 0.18% | 84 |
|
|
2023
Q2 | $218K | Buy |
+3,850
| New | +$218K | 0.18% | 87 |
|