Sierra Capital’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 |
-102
| Closed | -$8K | – | 500 |
|
|
2022
Q4 | $8K | Hold |
102
| – | – | ﹤0.01% | 371 |
|
|
2022
Q3 | $7K | Hold |
102
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $6K | Sell |
102
-184
| -64% | -$10.8K | ﹤0.01% | 478 |
|
|
2022
Q1 | $24K | Sell |
286
-43
| -13% | -$3.61K | ﹤0.01% | 399 |
|
|
2021
Q4 | $28K | Buy |
+329
| New | +$28K | ﹤0.01% | 387 |
|