Charles Schwab’s UNITED ONLINE INC COM NEW UNTD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-18,164
| Closed | -$200K | – | 3104 |
|
2016
Q2 | $200K | Sell |
18,164
-156,507
| -90% | -$1.72M | ﹤0.01% | 2943 |
|
2016
Q1 | $2.02M | Sell |
174,671
-54,128
| -24% | -$625K | ﹤0.01% | 2041 |
|
2015
Q4 | $2.7M | Buy |
228,799
+71,766
| +46% | +$846K | ﹤0.01% | 1920 |
|
2015
Q3 | $1.57M | Buy |
157,033
+112,707
| +254% | +$1.13M | ﹤0.01% | 2200 |
|
2015
Q2 | $695K | Buy |
+44,326
| New | +$695K | ﹤0.01% | 2558 |
|
2015
Q1 | – | Sell |
-17,849
| Closed | -$260K | – | 3091 |
|
2014
Q4 | $260K | Buy |
+17,849
| New | +$260K | ﹤0.01% | 2905 |
|
2014
Q3 | – | Sell |
-15,308
| Closed | -$160K | – | 3089 |
|
2014
Q2 | $160K | Sell |
15,308
-78,112
| -84% | -$816K | ﹤0.01% | 3030 |
|
2014
Q1 | $1.08M | Buy |
93,420
+28,167
| +43% | +$326K | ﹤0.01% | 2248 |
|
2013
Q4 | $898K | Sell |
65,253
-59,397
| -48% | -$817K | ﹤0.01% | 2308 |
|
2013
Q3 | $7.18M | Buy |
124,650
+380
| +0.3% | +$21.9K | 0.01% | 878 |
|
2013
Q2 | $6.79M | Buy |
+124,270
| New | +$6.79M | 0.02% | 797 |
|