TSWM
Triangle Securities Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,050
| Closed | -$293K | – | 199 |
|
|
2024
Q1 | $293K | Sell |
4,050
-921
| -19% | -$66.6K | 0.08% | 179 |
|
|
2023
Q4 | $342K | Sell |
4,971
-1,210
| -20% | -$83.2K | 0.11% | 165 |
|
|
2023
Q3 | $339K | Buy |
6,181
+110
| +2% | +$6.04K | 0.12% | 155 |
|
|
2023
Q2 | $344K | Sell |
6,071
-455
| -7% | -$25.8K | 0.12% | 158 |
|
|
2023
Q1 | $342K | Buy |
6,526
+1,085
| +20% | +$56.8K | 0.12% | 158 |
|
|
2022
Q4 | $453K | Buy |
5,441
+85
| +2% | +$7.08K | 0.17% | 142 |
|
|
2022
Q3 | $385K | Buy |
5,356
+1,040
| +24% | +$74.8K | 0.16% | 144 |
|
|
2022
Q2 | $273K | Buy |
+4,316
| New | +$273K | 0.11% | 159 |
|
|
2013
Q3 | – | Sell |
-570
| Closed | -$12K | – | 331 |
|
|
2013
Q2 | $12K | Buy |
+570
| New | +$12K | 0.01% | 434 |
|