TrueWealth LLC’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $22K | Hold |
659
| – | – | 0.01% | 371 |
|
|
2020
Q1 | $22K | Sell |
659
-554
| -46% | -$18.5K | 0.01% | 347 |
|
|
2019
Q4 | $58K | Hold |
1,213
| – | – | 0.02% | 257 |
|
|
2019
Q3 | $51K | Hold |
1,213
| – | – | 0.02% | 262 |
|
|
2019
Q2 | $49K | Sell |
1,213
-100
| -8% | -$4.04K | 0.02% | 266 |
|
|
2019
Q1 | $56K | Hold |
1,313
| – | – | 0.03% | 254 |
|
|
2018
Q4 | $55K | Hold |
1,313
| – | – | 0.03% | 240 |
|
|
2018
Q3 | $65K | Hold |
1,313
| – | – | 0.03% | 233 |
|
|
2018
Q2 | $67K | Buy |
1,313
+70
| +6% | +$3.57K | 0.03% | 226 |
|
|
2018
Q1 | $65K | Sell |
1,243
-360
| -22% | -$18.8K | 0.03% | 232 |
|
|
2017
Q4 | $82K | Buy |
+1,603
| New | +$82K | 0.04% | 233 |
|