WealthSource Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $316K | Sell |
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|
2023
Q1 | $972K | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $811K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $390K | Buy |
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|
2021
Q2 | $285K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $231K | Buy |
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