WealthStone’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $512K | Buy |
7,862
+34
| +0.4% | +$2.21K | 0.18% | 89 |
|
|
2020
Q4 | $415K | Sell |
7,828
-5
| -0.1% | -$265 | 0.15% | 97 |
|
|
2020
Q3 | $284K | Sell |
7,833
-3,344
| -30% | -$121K | 0.13% | 111 |
|
|
2020
Q2 | $377K | Buy |
+11,177
| New | +$377K | 0.18% | 92 |
|
|
2019
Q3 | – | Sell |
-7,806
| Closed | -$314K | – | 519 |
|
|
2019
Q2 | $314K | Buy |
+7,806
| New | +$314K | 0.14% | 105 |
|