Stuart Chaussee & Associates’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 |
-137
| Closed | -$11.4K | – | 147 |
|
|
2022
Q4 | $11.4K | Hold |
137
| – | – | ﹤0.01% | 91 |
|
|
2022
Q3 | $10K | Hold |
137
| – | – | 0.02% | 91 |
|
|
2022
Q2 | $9K | Hold |
137
| – | – | 0.02% | 101 |
|
|
2022
Q1 | $12K | Hold |
137
| – | – | 0.01% | 107 |
|
|
2021
Q4 | $12K | Hold |
137
| – | – | 0.01% | 110 |
|
|
2021
Q3 | $10K | Hold |
137
| – | – | 0.02% | 103 |
|
|
2021
Q2 | $10K | Hold |
137
| – | – | ﹤0.01% | 109 |
|
|
2021
Q1 | $9K | Buy |
+137
| New | +$9K | ﹤0.01% | 130 |
|