AWCI
Alpine Woods Capital Investors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-8,000
| Closed | -$411K | – | 433 |
|
|
2017
Q4 | $411K | Hold |
8,000
| – | – | 0.02% | 334 |
|
|
2017
Q3 | $350K | Hold |
8,000
| – | – | 0.02% | 351 |
|
|
2017
Q2 | $344K | Buy |
8,000
+1,000
| +14% | +$43K | 0.02% | 348 |
|
|
2017
Q1 | $286K | Hold |
7,000
| – | – | 0.02% | 374 |
|
|
2016
Q4 | $276K | Hold |
7,000
| – | – | 0.02% | 371 |
|
|
2016
Q3 | $221K | Sell |
7,000
-2,000
| -22% | -$63.1K | 0.01% | 384 |
|
|
2016
Q2 | $228K | Buy |
+9,000
| New | +$228K | 0.01% | 376 |
|