Squar Milner Financial 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
Q2 | – | Sell |
-3,480
| Closed | -$116K | – | 632 |
|
|
2020
Q1 | $116K | Sell |
3,480
-382
| -10% | -$12.7K | 0.07% | 235 |
|
|
2019
Q4 | $183K | Buy |
+3,862
| New | +$183K | 0.09% | 215 |
|
|
2019
Q3 | – | Sell |
-7,292
| Closed | -$293K | – | 618 |
|
|
2019
Q2 | $293K | Sell |
7,292
-4,311
| -37% | -$173K | 0.2% | 120 |
|
|
2019
Q1 | $496K | Buy |
11,603
+1,900
| +20% | +$81.2K | 0.37% | 57 |
|
|
2018
Q4 | $403K | Buy |
9,703
+4,100
| +73% | +$170K | 0.39% | 63 |
|
|
2018
Q3 | $275K | Buy |
5,603
+354
| +7% | +$17.4K | 0.25% | 108 |
|
|
2018
Q2 | $268K | Sell |
5,249
-514
| -9% | -$26.2K | 0.24% | 114 |
|
|
2018
Q1 | $301K | Buy |
5,763
+444
| +8% | +$23.2K | 0.38% | 93 |
|
|
2017
Q4 | $287K | Buy |
+5,319
| New | +$287K | 0.35% | 100 |
|