Addison Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,354
| Closed | -$481K | – | 120 |
|
|
2017
Q4 | $481K | Buy |
9,354
+103
| +1% | +$5.3K | 0.38% | 71 |
|
|
2017
Q3 | $405K | Sell |
9,251
-2,871
| -24% | -$126K | 0.36% | 72 |
|
|
2017
Q2 | $521K | Buy |
12,122
+1,492
| +14% | +$64.1K | 0.42% | 67 |
|
|
2017
Q1 | $434K | Buy |
+10,630
| New | +$434K | 0.35% | 74 |
|