WR Wealth Planners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $68.7K | Sell |
929
-18
| -2% | -$1.33K | 0.02% | 286 |
|
|
2024
Q3 | $61.4K | Sell |
947
-574
| -38% | -$37.2K | 0.02% | 313 |
|
|
2024
Q2 | $112K | Buy |
1,521
+76
| +5% | +$5.6K | 0.03% | 235 |
|
|
2024
Q1 | $105K | Buy |
+1,445
| New | +$105K | 0.03% | 251 |
|
|
2023
Q4 | – | Sell |
-955
| Closed | -$52.4K | – | 733 |
|
|
2023
Q3 | $52.4K | Sell |
955
-15
| -2% | -$823 | 0.02% | 311 |
|
|
2023
Q2 | $55K | Buy |
970
+602
| +164% | +$34.1K | 0.02% | 306 |
|
|
2023
Q1 | $19.3K | Buy |
+368
| New | +$19.3K | 0.01% | 439 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$431 | – | 534 |
|
|
2022
Q3 | $431 | Buy |
+6
| New | +$431 | ﹤0.01% | 448 |
|