Simplicity Solutions’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $2.47M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $893K | Buy |
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|
2022
Q2 | $659K | Buy |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $540K | Buy |
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|
2021
Q2 | $422K | Buy |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $2.6M | Buy |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $1.02M | Sell |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $940K | Buy |
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|
2019
Q2 | $844K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $235K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $424K | Sell |
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|
2017
Q1 | $469K | Buy |
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|
2016
Q4 | $380K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.79M | Buy |
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