Capstone Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13.7M | Sell |
|
|||||
|
2017
Q1 | $13.2M | Sell |
|
|||||
|
2016
Q4 | $12.8M | Buy |
|
|||||
|
2016
Q3 | $3.33M | Buy |
|
|||||
|
2016
Q2 | $2.59M | Buy |
|
|||||
|
2016
Q1 | $2.73M | Sell |
|
|||||
|
2015
Q4 | $3.33M | Sell |
|
|||||
|
2015
Q3 | $10.4M | Buy |
|
|||||
|
2015
Q2 | $11.6M | Buy |
|
|||||
|
2015
Q1 | $2.23M | Buy |
|
|||||
|
2014
Q4 | $2.17M | Sell |
|
|||||
|
2014
Q3 | $2.26M | Buy |
|
|||||
|
2014
Q2 | $2.04M | Sell |
|
|||||
|
2014
Q1 | $2.57M | Sell |
|
|||||
|
2013
Q4 | $2.95M | Sell |
|
|||||
|
2013
Q3 | $3.58M | Sell |
|
|||||
|
2013
Q2 | $3.62M | Buy |
|