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 |
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|
2019
Q1 | $7.49M | Buy |
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|
2018
Q4 | $7.06M | Buy |
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|
2018
Q3 | $7.44M | Sell |
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|
2018
Q2 | $7.83M | Sell |
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|
2018
Q1 | $8.02M | Sell |
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|
2017
Q4 | $7.9M | Buy |
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|
2017
Q3 | $6.65M | Buy |
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|
2017
Q2 | $6.43M | Sell |
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|
2017
Q1 | $6.31M | Sell |
|
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|
2016
Q4 | $6.13M | Sell |
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|
2016
Q3 | $6.1M | Sell |
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|
2016
Q2 | $4.97M | Sell |
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|
2016
Q1 | $5.62M | Buy |
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|
2015
Q4 | $5.01M | Buy |
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|
2015
Q3 | $3.13M | Buy |
|