Stelac 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,305
| Closed | -$241K | – | 266 |
|
|
2021
Q2 | $241K | Sell |
3,305
-7,331
| -69% | -$535K | 0.06% | 200 |
|
|
2021
Q1 | $693K | Buy |
10,636
+154
| +1% | +$10K | 0.26% | 78 |
|
|
2020
Q4 | $556K | Sell |
10,482
-1,674
| -14% | -$88.8K | 0.14% | 101 |
|
|
2020
Q3 | $440K | Buy |
12,156
+2,146
| +21% | +$77.7K | 0.15% | 92 |
|
|
2020
Q2 | $338K | Buy |
+10,010
| New | +$338K | 0.13% | 84 |
|