TFO Wealth 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
Q2 | – | Sell |
-25
| Closed | -$1.83K | – | 631 |
|
|
2024
Q1 | $1.83K | Hold |
25
| – | – | ﹤0.01% | 124 |
|
|
2023
Q4 | $1.74K | Hold |
25
| – | – | ﹤0.01% | 144 |
|
|
2023
Q3 | $1.42K | Hold |
25
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $1.42K | Sell |
25
-1,772
| -99% | -$101K | ﹤0.01% | 188 |
|
|
2023
Q1 | $94.1K | Buy |
1,797
+1,775
| +8,068% | +$93K | 0.02% | 57 |
|
|
2022
Q4 | $1.18K | Buy |
+22
| New | +$1.18K | ﹤0.01% | 331 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$1K | – | 431 |
|
|
2022
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 460 |
|