BKS Advisors’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 | $1.04M | Sell |
24,269
-1,000
| -4% | -$42.8K | 0.42% | 66 |
|
|
2018
Q4 | $1.05M | Sell |
25,269
-1,001
| -4% | -$41.6K | 0.48% | 55 |
|
|
2018
Q3 | $1.29M | Sell |
26,270
-1,000
| -4% | -$49.1K | 0.47% | 57 |
|
|
2018
Q2 | $1.39M | Hold |
27,270
| – | – | 0.49% | 55 |
|
|
2018
Q1 | $1.42M | Sell |
27,270
-1,000
| -4% | -$52.2K | 0.52% | 54 |
|
|
2017
Q4 | $1.45M | Hold |
28,270
| – | – | 0.53% | 52 |
|
|
2017
Q3 | $1.24M | Hold |
28,270
| – | – | 0.48% | 58 |
|
|
2017
Q2 | $1.21M | Sell |
28,270
-980
| -3% | -$42.1K | 0.49% | 60 |
|
|
2017
Q1 | $1.19M | Buy |
+29,250
| New | +$1.19M | 0.52% | 58 |
|