Charles Schwab’s Leaf Group Ltd. LEAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-13,902
| Closed | -$90K | – | 3608 |
|
|
2021
Q1 | $90K | Hold |
13,902
| – | – | ﹤0.01% | 3387 |
|
|
2020
Q4 | $65K | Hold |
13,902
| – | – | ﹤0.01% | 3339 |
|
|
2020
Q3 | $70K | Buy |
+13,902
| New | +$70K | ﹤0.01% | 3267 |
|
|
2020
Q2 | – | Sell |
-35,960
| Closed | -$49K | – | 3389 |
|
|
2020
Q1 | $49K | Hold |
35,960
| – | – | ﹤0.01% | 3160 |
|
|
2019
Q4 | $144K | Hold |
35,960
| – | – | ﹤0.01% | 3075 |
|
|
2019
Q3 | $152K | Hold |
35,960
| – | – | ﹤0.01% | 3072 |
|
|
2019
Q2 | $267K | Buy |
35,960
+3,460
| +11% | +$25.7K | ﹤0.01% | 3045 |
|
|
2019
Q1 | $261K | Sell |
32,500
-5,920
| -15% | -$47.5K | ﹤0.01% | 2970 |
|
|
2018
Q4 | $264K | Hold |
38,420
| – | – | ﹤0.01% | 2971 |
|
|
2018
Q3 | $385K | Hold |
38,420
| – | – | ﹤0.01% | 2922 |
|
|
2018
Q2 | $417K | Buy |
38,420
+8,500
| +28% | +$92.3K | ﹤0.01% | 2856 |
|
|
2018
Q1 | $211K | Hold |
29,920
| – | – | ﹤0.01% | 2977 |
|
|
2017
Q4 | $297K | Hold |
29,920
| – | – | ﹤0.01% | 2878 |
|
|
2017
Q3 | $207K | Hold |
29,920
| – | – | ﹤0.01% | 3000 |
|
|
2017
Q2 | $234K | Buy |
+29,920
| New | +$234K | ﹤0.01% | 2970 |
|
|
2015
Q3 | – | Sell |
-15,006
| Closed | -$96K | – | 3104 |
|
|
2015
Q2 | $96K | Sell |
15,006
-53,650
| -78% | -$343K | ﹤0.01% | 3050 |
|
|
2015
Q1 | $393K | Sell |
68,656
-40,100
| -37% | -$230K | ﹤0.01% | 2725 |
|
|
2014
Q4 | $666K | Buy |
108,756
+88,286
| +431% | +$541K | ﹤0.01% | 2519 |
|
|
2014
Q3 | $182K | Sell |
20,470
-34,392
| -63% | -$306K | ﹤0.01% | 2975 |
|
|
2014
Q2 | $525K | Sell |
54,862
-290
| -0.5% | -$2.78K | ﹤0.01% | 2606 |
|
|
2014
Q1 | $531K | Buy |
55,152
+1,088
| +2% | +$10.5K | ﹤0.01% | 2566 |
|
|
2013
Q4 | $619K | Buy |
54,064
+1,307
| +2% | +$15K | ﹤0.01% | 2496 |
|
|
2013
Q3 | $667K | Buy |
52,757
+6,018
| +13% | +$76.1K | ﹤0.01% | 2418 |
|
|
2013
Q2 | $572K | Buy |
+46,739
| New | +$572K | ﹤0.01% | 2461 |
|