Ashburton (Jersey)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.17M | Sell |
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|
2024
Q3 | $9.26M | Sell |
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|
2024
Q2 | $10.7M | Buy |
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|
2023
Q4 | $7.84M | Sell |
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|
2023
Q3 | $8.33M | Hold |
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|
2023
Q2 | $8.33M | Sell |
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|
2023
Q1 | $7.83M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $156K | Buy |
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|
2019
Q1 | $101K | Buy |
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|
2018
Q4 | $94 | Buy |
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|
2018
Q3 | $41 | Buy |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.62M | Sell |
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|
2016
Q3 | $1.31M | Sell |
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|
2016
Q2 | $2.04M | Sell |
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|
2016
Q1 | $3.03M | Sell |
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|
2015
Q4 | $4.07M | Buy |
|