Charles Schwab’s SWS GROUP INC SWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-47,211
| Closed | -$327K | – | 3132 |
|
|
2014
Q4 | $327K | Hold |
47,211
| – | – | ﹤0.01% | 2805 |
|
|
2014
Q3 | $326K | Hold |
47,211
| – | – | ﹤0.01% | 2760 |
|
|
2014
Q2 | $344K | Hold |
47,211
| – | – | ﹤0.01% | 2797 |
|
|
2014
Q1 | $354K | Hold |
47,211
| – | – | ﹤0.01% | 2731 |
|
|
2013
Q4 | $288K | Hold |
47,211
| – | – | ﹤0.01% | 2828 |
|
|
2013
Q3 | $270K | Hold |
47,211
| – | – | ﹤0.01% | 2799 |
|
|
2013
Q2 | $263K | Buy |
+47,211
| New | +$263K | ﹤0.01% | 2781 |
|