Agran Libbie’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $756K | Buy |
18,513
+2,295
| +14% | +$93.7K | 0.18% | 89 |
|
|
2016
Q4 | $640K | Buy |
16,218
+500
| +3% | +$19.7K | 0.16% | 89 |
|
|
2016
Q3 | $496K | Buy |
15,718
+350
| +2% | +$11K | 0.14% | 80 |
|
|
2016
Q2 | $389K | Buy |
15,368
+1,643
| +12% | +$41.6K | 0.1% | 102 |
|
|
2016
Q1 | $385K | Buy |
13,725
+7,528
| +121% | +$211K | 0.1% | 101 |
|
|
2015
Q4 | $204K | Buy |
+6,197
| New | +$204K | 0.05% | 118 |
|