Ten Capital Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $119K | Sell |
2,114
-46
| -2% | -$2.59K | 0.03% | 178 |
|
|
2023
Q1 | $113K | Hold |
2,160
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $180K | Buy |
+2,160
| New | +$180K | 0.07% | 90 |
|
|
2022
Q3 | – | Sell |
-129
| Closed | -$8K | – | 618 |
|
|
2022
Q2 | $8K | Hold |
129
| – | – | ﹤0.01% | 283 |
|
|
2022
Q1 | $11K | Hold |
129
| – | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $11K | Hold |
129
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $9K | Hold |
129
| – | – | ﹤0.01% | 280 |
|
|
2021
Q2 | $9K | Buy |
+129
| New | +$9K | ﹤0.01% | 325 |
|