True North Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $3.75M | Hold |
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|
2022
Q3 | $3.23M | Hold |
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|
2022
Q2 | $2.84M | Hold |
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|
2022
Q1 | $3.79M | Sell |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.28M | Hold |
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|
2021
Q2 | $3.28M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.39M | Sell |
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|
2020
Q3 | $1.82M | Buy |
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|
2020
Q2 | $1.69M | Buy |
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