Weaver Consulting Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-367
| Closed | -$13K | – | 748 |
|
|
2020
Q3 | $13K | Hold |
367
| – | – | 0.01% | 503 |
|
|
2020
Q2 | $12K | Buy |
367
+44
| +14% | +$1.44K | 0.01% | 485 |
|
|
2020
Q1 | $11K | Hold |
323
| – | – | 0.01% | 430 |
|
|
2019
Q4 | $14K | Hold |
323
| – | – | 0.01% | 433 |
|
|
2019
Q3 | $14K | Hold |
323
| – | – | 0.01% | 421 |
|
|
2019
Q2 | $13K | Hold |
323
| – | – | 0.01% | 415 |
|
|
2019
Q1 | $14K | Buy |
+323
| New | +$14K | ﹤0.01% | 841 |
|