Charles Schwab’s BARRY (R.G.) CORPORATION DFZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-17,500
| Closed | -$332K | – | 3097 |
|
|
2014
Q2 | $332K | Hold |
17,500
| – | – | ﹤0.01% | 2814 |
|
|
2014
Q1 | $331K | Hold |
17,500
| – | – | ﹤0.01% | 2757 |
|
|
2013
Q4 | $338K | Buy |
17,500
+6,000
| +52% | +$116K | ﹤0.01% | 2747 |
|
|
2013
Q3 | $220K | Hold |
11,500
| – | – | ﹤0.01% | 2886 |
|
|
2013
Q2 | $195K | Buy |
+11,500
| New | +$195K | ﹤0.01% | 2911 |
|