Charles Schwab’s Reis, Inc. REIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,369
| Closed | -$469K | – | 3182 |
|
|
2018
Q3 | $469K | Buy |
20,369
+1,120
| +6% | +$25.8K | ﹤0.01% | 2858 |
|
|
2018
Q2 | $420K | Hold |
19,249
| – | – | ﹤0.01% | 2853 |
|
|
2018
Q1 | $413K | Hold |
19,249
| – | – | ﹤0.01% | 2781 |
|
|
2017
Q4 | $398K | Buy |
19,249
+5,949
| +45% | +$123K | ﹤0.01% | 2788 |
|
|
2017
Q3 | $240K | Hold |
13,300
| – | – | ﹤0.01% | 2956 |
|
|
2017
Q2 | $283K | Hold |
13,300
| – | – | ﹤0.01% | 2890 |
|
|
2017
Q1 | $239K | Hold |
13,300
| – | – | ﹤0.01% | 2892 |
|
|
2016
Q4 | $296K | Hold |
13,300
| – | – | ﹤0.01% | 2853 |
|
|
2016
Q3 | $273K | Hold |
13,300
| – | – | ﹤0.01% | 2816 |
|
|
2016
Q2 | $332K | Hold |
13,300
| – | – | ﹤0.01% | 2744 |
|
|
2016
Q1 | $314K | Hold |
13,300
| – | – | ﹤0.01% | 2755 |
|
|
2015
Q4 | $316K | Hold |
13,300
| – | – | ﹤0.01% | 2840 |
|
|
2015
Q3 | $302K | Hold |
13,300
| – | – | ﹤0.01% | 2824 |
|
|
2015
Q2 | $295K | Hold |
13,300
| – | – | ﹤0.01% | 2884 |
|
|
2015
Q1 | $342K | Hold |
13,300
| – | – | ﹤0.01% | 2786 |
|
|
2014
Q4 | $349K | Hold |
13,300
| – | – | ﹤0.01% | 2785 |
|
|
2014
Q3 | $314K | Hold |
13,300
| – | – | ﹤0.01% | 2779 |
|
|
2014
Q2 | $281K | Hold |
13,300
| – | – | ﹤0.01% | 2885 |
|
|
2014
Q1 | $241K | Hold |
13,300
| – | – | ﹤0.01% | 2889 |
|
|
2013
Q4 | $256K | Hold |
13,300
| – | – | ﹤0.01% | 2873 |
|
|
2013
Q3 | $217K | Hold |
13,300
| – | – | ﹤0.01% | 2889 |
|
|
2013
Q2 | $233K | Buy |
+13,300
| New | +$233K | ﹤0.01% | 2832 |
|