Transamerica Financial 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
Q1 | – | Sell |
-2
| Closed | -$1K | – | 690 |
|
|
2022
Q4 | $1K | Sell |
2
-31
| -94% | -$15.5K | ﹤0.01% | 627 |
|
|
2022
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 364 |
|
|
2016
Q1 | – | Sell |
-300
| Closed | -$10K | – | 846 |
|
|
2015
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 600 |
|
|
2015
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 599 |
|
|
2015
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 636 |
|
|
2015
Q1 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 628 |
|