Shine Investment Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $40K | Buy |
1,113
+377
| +51% | +$13.5K | 0.01% | 342 |
|
|
2020
Q2 | $25K | Sell |
736
-324
| -31% | -$11K | 0.01% | 426 |
|
|
2020
Q1 | $36K | Hold |
1,060
| – | – | 0.02% | 323 |
|
|
2019
Q4 | $50K | Buy |
1,060
+438
| +70% | +$20.7K | 0.02% | 323 |
|
|
2019
Q3 | $26K | Sell |
622
-228
| -27% | -$9.53K | 0.01% | 420 |
|
|
2019
Q2 | $34K | Sell |
850
-1,411
| -62% | -$56.4K | 0.02% | 380 |
|
|
2019
Q1 | $97K | Sell |
2,261
-403
| -15% | -$17.3K | 0.05% | 194 |
|
|
2018
Q4 | $111K | Hold |
2,664
| – | – | 0.05% | 158 |
|
|
2018
Q3 | $131K | Hold |
2,664
| – | – | 0.07% | 143 |
|
|
2018
Q2 | $136K | Sell |
2,664
-602
| -18% | -$30.7K | 0.07% | 136 |
|
|
2018
Q1 | $171K | Hold |
3,266
| – | – | 0.09% | 109 |
|
|
2017
Q4 | $168K | Sell |
3,266
-21
| -0.6% | -$1.08K | 0.08% | 109 |
|
|
2017
Q3 | $144K | Sell |
3,287
-83
| -2% | -$3.64K | 0.07% | 118 |
|
|
2017
Q2 | $145K | Buy |
+3,370
| New | +$145K | 0.07% | 111 |
|