C Partners Holding’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 |
-2,270
| Closed | -$112K | – | 186 |
|
2018
Q3 | $112K | Sell |
2,270
-1,671
| -42% | -$82.4K | 0.04% | 204 |
|
2018
Q2 | $201K | Sell |
3,941
-235
| -6% | -$12K | 0.08% | 237 |
|
2018
Q1 | $218K | Sell |
4,176
-1,676
| -29% | -$87.5K | 0.09% | 120 |
|
2017
Q4 | $301K | Buy |
+5,852
| New | +$301K | 0.12% | 44 |
|