Boston Private Bank & Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $113K | Hold |
3,711
| – | – | 0.01% | 464 |
|
|
2014
Q4 | $112K | Sell |
3,711
-231
| -6% | -$6.97K | 0.01% | 465 |
|
|
2014
Q3 | $116K | Buy |
3,942
+1,150
| +41% | +$33.8K | 0.01% | 461 |
|
|
2014
Q2 | $75K | Sell |
2,792
-581
| -17% | -$15.6K | ﹤0.01% | 512 |
|
|
2014
Q1 | $92K | Buy |
3,373
+61
| +2% | +$1.66K | ﹤0.01% | 499 |
|
|
2013
Q4 | $86K | Buy |
3,312
+858
| +35% | +$22.3K | ﹤0.01% | 506 |
|
|
2013
Q3 | $52K | Sell |
2,454
-300
| -11% | -$6.36K | ﹤0.01% | 554 |
|
|
2013
Q2 | $58K | Buy |
+2,754
| New | +$58K | ﹤0.01% | 527 |
|