Cobiz Wealth’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$6.64M Sell
2019
Q1
$7.49M Buy
2018
Q4
$7.06M Buy
2018
Q3
$7.44M Sell
2018
Q2
$7.83M Sell
2018
Q1
$8.02M Sell
2017
Q4
$7.9M Buy
2017
Q3
$6.65M Buy
2017
Q2
$6.43M Sell
2017
Q1
$6.31M Sell
2016
Q4
$6.13M Sell
2016
Q3
$6.1M Sell
2016
Q2
$4.97M Sell
2016
Q1
$5.62M Buy
2015
Q4
$5.01M Buy
2015
Q3
$3.13M Buy