YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $360K | Sell |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $415K | Hold |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $396K | Sell |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $298K | Sell |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $227K | Sell |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $263K | Buy |
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|
2018
Q4 | $142K | Sell |
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|
2018
Q3 | $186K | Sell |
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|
2018
Q2 | $194K | Buy |
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|
2018
Q1 | $179K | Hold |
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|
2017
Q4 | $178K | Buy |
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|
2017
Q3 | $138K | Buy |
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|
2017
Q2 | $136K | Sell |
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|
2017
Q1 | $131K | Buy |
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|
2016
Q4 | $116K | Buy |
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