Bingham Osborn & Scarborough’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
Q4 | – | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $936K | Sell |
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|
2020
Q3 | $4.11M | Sell |
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|
2020
Q2 | $3.83M | Sell |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $5.41M | Buy |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $4.03M | Sell |
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|
2019
Q1 | $4.38M | Sell |
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|
2018
Q4 | $4.26M | Buy |
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|
2018
Q3 | $5.01M | Sell |
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|
2018
Q2 | $5.21M | Sell |
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|
2018
Q1 | $5.34M | Hold |
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|
2017
Q4 | $5.25M | Buy |
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|
2017
Q3 | $4.07M | Buy |
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|
2017
Q2 | $3.94M | Hold |
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|
2017
Q1 | $3.74M | Sell |
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|
2016
Q4 | $3.69M | Buy |
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|
2016
Q3 | $2.94M | Buy |
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|
2016
Q2 | $2.35M | Sell |
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|
2016
Q1 | $2.61M | Sell |
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|
2015
Q4 | $3.11M | Sell |
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|
2015
Q3 | $2.72M | Buy |
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|
2015
Q2 | $3.07M | Sell |
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|
2015
Q1 | $3.13M | Buy |
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|
2014
Q4 | $2.95M | Sell |
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|
2014
Q3 | $2.88M | Buy |
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