Ameritas Investment Company’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,678
| Closed | -$109K | – | 1833 |
|
|
2021
Q1 | $109K | Buy |
+1,678
| New | +$109K | 0.01% | 733 |
|
|
2020
Q2 | – | Sell |
-850
| Closed | -$29K | – | 1367 |
|
|
2020
Q1 | $29K | Buy |
+850
| New | +$29K | ﹤0.01% | 881 |
|
|
2019
Q4 | – | Sell |
-404
| Closed | -$17K | – | 1388 |
|
|
2019
Q3 | $17K | Buy |
+404
| New | +$17K | ﹤0.01% | 978 |
|
|
2019
Q2 | – | Sell |
-550
| Closed | -$24K | – | 746 |
|
|
2019
Q1 | $24K | Buy |
+550
| New | +$24K | ﹤0.01% | 527 |
|