Beaconlight Capital’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-219,845
| Closed | -$9.13M | – | 24 |
|
|
2018
Q4 | $9.13M | Buy |
+219,845
| New | +$9.13M | 3.16% | 8 |
|
|
2016
Q4 | – | Sell |
-188,700
| Closed | -$5.96M | – | 27 |
|
|
2016
Q3 | $5.96M | Buy |
+188,700
| New | +$5.96M | 2.16% | 13 |
|
|
2016
Q2 | – | Sell |
-144,520
| Closed | -$4.05M | – | 26 |
|
|
2016
Q1 | $4.05M | Buy |
+144,520
| New | +$4.05M | 2.38% | 15 |
|