Blue Edge Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-11,965
Closed -$588K 95
2018
Q3
$588K Buy
11,965
+511
+4% +$25.1K 0.22% 68
2018
Q2
$585K Buy
+11,454
New +$585K 0.23% 66