Bell Rock Capital’s The Charles Schwab Corporation SCHW.PRB.CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-1,000
Closed -$25K 436
2017
Q3
$25K Hold
1,000
0.01% 290
2017
Q2
$26K Hold
1,000
0.02% 273
2017
Q1
$26K Hold
1,000
0.02% 235
2016
Q4
$25K Buy
+1,000
New +$25K 0.03% 229