Cape Cod Five Cents Savings Bank’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
Q3 | – | Sell |
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|
2020
Q2 | $373K | Sell |
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|
2020
Q1 | $2.47M | Buy |
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|
2019
Q4 | $3.03M | Buy |
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|
2019
Q3 | $2.65M | Buy |
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|
2019
Q2 | $2.24M | Buy |
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|
2019
Q1 | $2.22M | Buy |
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|
2018
Q4 | $2M | Buy |
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|
2018
Q3 | $2.26M | Buy |
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|
2018
Q2 | $2.3M | Sell |
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|
2018
Q1 | $2.41M | Buy |
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|
2017
Q4 | $2.28M | Buy |
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|
2017
Q3 | $1.92M | Buy |
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|
2017
Q2 | $1.65M | Buy |
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