Titleist Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $1.77M | Sell |
21,294
-889
| -4% | -$74K | 0.42% | 57 |
|
2022
Q3 | $1.59M | Buy |
22,183
+4,551
| +26% | +$327K | 0.37% | 58 |
|
2022
Q2 | $1.11M | Buy |
17,632
+347
| +2% | +$21.9K | 0.27% | 82 |
|
2022
Q1 | $1.46M | Buy |
17,285
+476
| +3% | +$40.1K | 0.29% | 66 |
|
2021
Q4 | $1.41M | Buy |
+16,809
| New | +$1.41M | 0.27% | 68 |
|