Boston Private Bank & Trust’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
$113K Hold
2014
Q4
$112K Sell
2014
Q3
$116K Buy
2014
Q2
$75K Sell
2014
Q1
$92K Buy
2013
Q4
$86K Buy
2013
Q3
$52K Sell
2013
Q2
$58K Buy