Tyler-Stone Wealth 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
Q3 | – | Sell |
-514
| Closed | -$37.8K | – | 780 |
|
|
2024
Q2 | $37.8K | Buy |
514
+2
| +0.4% | +$147 | 0.02% | 410 |
|
|
2024
Q1 | $37K | Sell |
512
-568
| -53% | -$41.1K | 0.02% | 411 |
|
|
2023
Q4 | $74.3K | Buy |
1,080
+680
| +170% | +$46.8K | 0.04% | 304 |
|
|
2023
Q3 | $22K | Hold |
400
| – | – | 0.01% | 464 |
|
|
2023
Q2 | $23K | Buy |
+400
| New | +$23K | 0.01% | 458 |
|
|
2022
Q4 | $18K | Buy |
+220
| New | +$18K | 0.01% | 458 |
|