BKS Advisors’s Charles Schwab SCHW Stock Holding History

BKS Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.04M	Sell
2018 Q4	$1.05M	Sell
2018 Q3	$1.29M	Sell
2018 Q2	$1.39M	Hold
2018 Q1	$1.42M	Sell
2017 Q4	$1.45M	Hold
2017 Q3	$1.24M	Hold
2017 Q2	$1.21M	Sell
2017 Q1	$1.19M	Buy