Wealthcare Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$13K | – | 561 |
|
|
2021
Q1 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 252 |
|
|
2020
Q1 | – | Sell |
-90
| Closed | -$4K | – | 572 |
|
|
2019
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 332 |
|
|
2015
Q2 | – | Sell |
-62
| Closed | -$2K | – | 785 |
|
|
2015
Q1 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 824 |
|