Tucker Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1597 |
|
|
2023
Q3 | – | Sell |
-38
| Closed | -$2.15K | – | 1528 |
|
|
2023
Q2 | $2.15K | Sell |
38
-16
| -30% | -$907 | ﹤0.01% | 839 |
|
|
2023
Q1 | $2.83K | Hold |
54
| – | – | ﹤0.01% | 832 |
|
|
2022
Q4 | $4.46K | Hold |
54
| – | – | ﹤0.01% | 457 |
|
|
2022
Q3 | $4.3K | Buy |
+54
| New | +$4.3K | ﹤0.01% | 457 |
|