Aspiriant Holdings S3’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $3.6M | Sell |
109,350
-90
| -0.1% | -$2.96K | 1.55% | 24 |
|
|
2015
Q3 | $3.13M | Buy |
109,440
+960
| +0.9% | +$27.4K | 1.44% | 28 |
|
|
2015
Q2 | $3.54M | Sell |
108,480
-225
| -0.2% | -$7.35K | 1.41% | 29 |
|
|
2015
Q1 | $3.31M | Sell |
108,705
-485
| -0.4% | -$14.8K | 1.32% | 33 |
|
|
2014
Q4 | $3.3M | Buy |
+109,190
| New | +$3.3M | 1.36% | 32 |
|