Asset Planning Services (Pennsylvania)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-245
| Closed | -$10K | – | 218 |
|
|
2019
Q3 | $10K | Hold |
245
| – | – | ﹤0.01% | 207 |
|
|
2019
Q2 | $10K | Hold |
245
| – | – | ﹤0.01% | 202 |
|
|
2019
Q1 | $10K | Hold |
245
| – | – | ﹤0.01% | 199 |
|
|
2018
Q4 | $10K | Hold |
245
| – | – | 0.01% | 199 |
|
|
2018
Q3 | $12K | Hold |
245
| – | – | 0.01% | 190 |
|
|
2018
Q2 | $13K | Hold |
245
| – | – | 0.01% | 189 |
|
|
2018
Q1 | $13K | Hold |
245
| – | – | 0.01% | 190 |
|
|
2017
Q4 | $13K | Hold |
245
| – | – | 0.01% | 195 |
|
|
2017
Q3 | $11K | Hold |
245
| – | – | 0.01% | 228 |
|
|
2017
Q2 | $11K | Hold |
245
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $10K | Buy |
+245
| New | +$10K | 0.01% | 223 |
|