Berman Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $403K | Buy |
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|
2021
Q2 | $259K | Buy |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $46K | Buy |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $37K | Sell |
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|
2019
Q4 | $55K | Buy |
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|
2019
Q3 | $39K | Sell |
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|
2019
Q2 | $58K | Buy |
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|
2019
Q1 | $44K | Buy |
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|
2018
Q4 | $11K | Buy |
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