Sweet Financial Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $261K | Sell |
4,025
-145
| -3% | -$9.4K | 0.06% | 172 |
|
|
2024
Q2 | $307K | Sell |
4,170
-260
| -6% | -$19.2K | 0.07% | 158 |
|
|
2024
Q1 | $320K | Buy |
4,430
+150
| +4% | +$10.9K | 0.07% | 156 |
|
|
2023
Q4 | $294K | Hold |
4,280
| – | – | 0.07% | 158 |
|
|
2023
Q3 | $235K | Hold |
4,280
| – | – | 0.06% | 159 |
|
|
2023
Q2 | $243K | Buy |
+4,280
| New | +$243K | 0.06% | 155 |
|