Balasa Dinverno & Foltz’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $554K | Sell |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $366K | Sell |
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|
2020
Q3 | $294K | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $413K | Buy |
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|
2019
Q3 | $355K | Sell |
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|
2019
Q2 | $352K | Sell |
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|
2019
Q1 | $455K | Buy |
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|
2018
Q4 | $434K | Buy |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $534K | Hold |
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|
2018
Q1 | $546K | Hold |
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|
2017
Q4 | $537K | Hold |
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|
2017
Q3 | $457K | Sell |
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|
2017
Q2 | $470K | Buy |
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|
2017
Q1 | $387K | Hold |
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|
2016
Q4 | $374K | Sell |
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|
2016
Q3 | $303K | Hold |
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|
2016
Q2 | $243K | Sell |
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|
2016
Q1 | $327K | Sell |
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|
2015
Q4 | $554K | Buy |
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|
2015
Q3 | $349K | Sell |
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|
2015
Q2 | $452K | Sell |
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|
2015
Q1 | $434K | Sell |
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|
2014
Q4 | $531K | Buy |
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|
2014
Q3 | $515K | Hold |
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|
2014
Q2 | $472K | Buy |
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|
2014
Q1 | $475K | Sell |
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|
2013
Q4 | $507K | Buy |
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|
2013
Q3 | $321K | Buy |
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|
2013
Q2 | $317K | Buy |
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