Charles Schwab’s Presidio, Inc. Common Stock PSDO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-411,247
| Closed | -$6.95M | – | 3190 |
|
2019
Q3 | $6.95M | Sell |
411,247
-106,760
| -21% | -$1.8M | ﹤0.01% | 1806 |
|
2019
Q2 | $7.08M | Buy |
518,007
+230,764
| +80% | +$3.15M | ﹤0.01% | 1800 |
|
2019
Q1 | $4.25M | Buy |
287,243
+107,793
| +60% | +$1.6M | ﹤0.01% | 2046 |
|
2018
Q4 | $2.34M | Sell |
179,450
-7,657
| -4% | -$99.9K | ﹤0.01% | 2276 |
|
2018
Q3 | $2.85M | Buy |
187,107
+26,988
| +17% | +$412K | ﹤0.01% | 2309 |
|
2018
Q2 | $2.1M | Buy |
160,119
+11,024
| +7% | +$144K | ﹤0.01% | 2362 |
|
2018
Q1 | $2.33M | Buy |
149,095
+31,848
| +27% | +$498K | ﹤0.01% | 2272 |
|
2017
Q4 | $2.25M | Buy |
117,247
+50,794
| +76% | +$974K | ﹤0.01% | 2258 |
|
2017
Q3 | $941K | Buy |
66,453
+3,325
| +5% | +$47.1K | ﹤0.01% | 2519 |
|
2017
Q2 | $904K | Buy |
+63,128
| New | +$904K | ﹤0.01% | 2488 |
|