Atherton Lane Advisers’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 | $1.19M | Sell |
36,270
-390
| -1% | -$12.8K | 0.07% | 92 |
|
|
2015
Q3 | $1.05M | Sell |
36,660
-209
| -0.6% | -$5.97K | 0.07% | 95 |
|
|
2015
Q2 | $1.2M | Sell |
36,869
-1,826
| -5% | -$59.6K | 0.07% | 91 |
|
|
2015
Q1 | $1.18M | Sell |
38,695
-1,445
| -4% | -$44K | 0.06% | 103 |
|
|
2014
Q4 | $1.21M | Buy |
40,140
+250
| +0.6% | +$7.55K | 0.07% | 104 |
|
|
2014
Q3 | $1.17M | Buy |
39,890
+5,395
| +16% | +$159K | 0.07% | 105 |
|
|
2014
Q2 | $929K | Buy |
+34,495
| New | +$929K | 0.05% | 115 |
|