V Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,889
| Closed | -$334K | – | 306 |
|
|
2023
Q2 | $334K | Buy |
5,889
+373
| +7% | +$21.1K | 0.06% | 274 |
|
|
2023
Q1 | $289K | Buy |
5,516
+1,294
| +31% | +$67.8K | 0.05% | 299 |
|
|
2022
Q4 | $352K | Buy |
+4,222
| New | +$352K | 0.07% | 253 |
|
|
2022
Q3 | – | Sell |
-4,665
| Closed | -$295K | – | 403 |
|
|
2022
Q2 | $295K | Buy |
4,665
+322
| +7% | +$20.4K | 0.06% | 315 |
|
|
2022
Q1 | $366K | Sell |
4,343
-82
| -2% | -$6.91K | 0.06% | 297 |
|
|
2021
Q4 | $372K | Sell |
4,425
-24
| -0.5% | -$2.02K | 0.05% | 321 |
|
|
2021
Q3 | $324K | Buy |
4,449
+69
| +2% | +$5.03K | 0.05% | 345 |
|
|
2021
Q2 | $318K | Buy |
4,380
+171
| +4% | +$12.4K | 0.05% | 355 |
|
|
2021
Q1 | $274K | Buy |
+4,209
| New | +$274K | 0.05% | 348 |
|