BMT Investment Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.53M | Hold |
45,368
| – | – | 0.96% | 56 |
|
|
2019
Q4 | $2.16M | Hold |
45,368
| – | – | 0.99% | 60 |
|
|
2019
Q3 | $1.9M | Buy |
45,368
+1,000
| +2% | +$41.8K | 0.97% | 62 |
|
|
2019
Q2 | $1.78M | Buy |
44,368
+1,352
| +3% | +$54.3K | 0.93% | 63 |
|
|
2019
Q1 | $1.84M | Hold |
43,016
| – | – | 1.01% | 61 |
|
|
2018
Q4 | $1.79M | Buy |
43,016
+5,818
| +16% | +$242K | 1.13% | 51 |
|
|
2018
Q3 | $1.83M | Buy |
37,198
+4,346
| +13% | +$214K | 1.05% | 61 |
|
|
2018
Q2 | $1.68M | Buy |
32,852
+551
| +2% | +$28.2K | 1.07% | 57 |
|
|
2018
Q1 | $1.69M | Buy |
32,301
+2,903
| +10% | +$152K | 1.14% | 43 |
|
|
2017
Q4 | $1.51M | Hold |
29,398
| – | – | 1.09% | 51 |
|
|
2017
Q3 | $1.29M | Buy |
+29,398
| New | +$1.29M | 1.19% | 47 |
|