Sutton Wealth Advisors’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
Q3 | $47K | Sell |
|
|||||
|
2023
Q2 | $51.4K | Buy |
|
|||||
|
2023
Q1 | $20.4K | Sell |
|
|||||
|
2022
Q4 | $351K | Hold |
|
|||||
|
2022
Q3 | $303K | Buy |
|
|||||
|
2022
Q2 | $266K | Buy |
|
|||||
|
2022
Q1 | $352K | Buy |
|
|||||
|
2021
Q4 | $346K | Hold |
|
|||||
|
2021
Q3 | $300K | Sell |
|
|||||
|
2021
Q2 | $301K | Hold |
|
|||||
|
2021
Q1 | $269K | Buy |
|
|||||
|
2020
Q4 | $218K | Buy |
|
|||||
|
2020
Q3 | $146K | Buy |
|
|||||
|
2020
Q2 | $136K | Buy |
|
|||||
|
2020
Q1 | $134K | Buy |
|
|||||
|
2019
Q4 | $188K | Sell |
|
|||||
|
2019
Q3 | $168K | Buy |
|
|||||
|
2019
Q2 | $159K | Sell |
|
|||||
|
2019
Q1 | $171K | Buy |
|
|||||
|
2018
Q4 | $165K | Hold |
|
|||||
|
2018
Q3 | $195K | Hold |
|
|||||
|
2018
Q2 | $203K | Hold |
|
|||||
|
2018
Q1 | $207K | Hold |
|
|||||
|
2017
Q4 | $204K | Hold |
|
|||||
|
2017
Q3 | $174K | Hold |
|
|||||
|
2017
Q2 | $171K | Buy |
|
|||||
|
2017
Q1 | $160K | Hold |
|
|||||
|
2016
Q4 | $155K | Hold |
|
|||||
|
2016
Q3 | $124K | Buy |
|
|||||
|
2016
Q2 | $98.2K | Hold |
|
|||||
|
2016
Q1 | $109K | Buy |
|