Spotlight Asset Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $79.7K | Hold |
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|
2024
Q1 | $78.2K | Sell |
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|
2023
Q4 | $90.5K | Hold |
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|
2023
Q3 | $90.5K | Hold |
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|
2023
Q2 | $93.5K | Buy |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $250K | Sell |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $218K | Buy |
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