Achievement Holdings’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-94,000
| Closed | -$2.69M | – | 110 |
|
|
2015
Q3 | $2.69M | Sell |
94,000
-376,900
| -80% | -$10.8M | 0.22% | 89 |
|
|
2015
Q2 | $15.4K | Buy |
+470,900
| New | +$15.4K | 0.69% | 29 |
|
|
2015
Q1 | – | Sell |
-424,100
| Closed | -$12.8M | – | 267 |
|
|
2014
Q4 | $12.8M | Buy |
+424,100
| New | +$12.8M | 0.37% | 55 |
|