BMT Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.52M | Hold |
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|
2019
Q4 | $2.16M | Hold |
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|
2019
Q3 | $1.9M | Buy |
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|
2019
Q2 | $1.78M | Buy |
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|
2019
Q1 | $1.84M | Hold |
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|
2018
Q4 | $1.79M | Buy |
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|
2018
Q3 | $1.83M | Buy |
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|
2018
Q2 | $1.68M | Buy |
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|
2018
Q1 | $1.69M | Buy |
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|
2017
Q4 | $1.51M | Hold |
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|
2017
Q3 | $1.29M | Buy |
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