CIBC Bank USA’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $795K | Buy |
16,730
+4,906
| +41% | +$233K | 0.11% | 120 |
|
2019
Q3 | $494K | Sell |
11,824
-5,013
| -30% | -$209K | 0.07% | 160 |
|
2019
Q2 | $677K | Buy |
16,837
+6,589
| +64% | +$265K | 0.09% | 126 |
|
2019
Q1 | $438K | Buy |
10,248
+4,752
| +86% | +$203K | 0.06% | 166 |
|
2018
Q4 | $228K | Buy |
+5,496
| New | +$228K | 0.04% | 213 |
|