Confluence Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $412K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $450K | Sell |
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|
2019
Q3 | $412K | Sell |
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|
2019
Q2 | $443K | Sell |
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|
2019
Q1 | $518K | Sell |
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|
2018
Q4 | $674K | Sell |
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|
2018
Q3 | $823K | Sell |
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|
2018
Q2 | $872K | Sell |
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|
2018
Q1 | $920K | Sell |
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|
2017
Q4 | $914K | Sell |
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|
2017
Q3 | $814K | Buy |
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|
2017
Q2 | $786K | Buy |
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|
2017
Q1 | $736K | Sell |
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|
2016
Q4 | $862K | Sell |
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|
2016
Q3 | $695K | Buy |
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|
2016
Q2 | $443K | Sell |
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|
2016
Q1 | $519K | Buy |
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|
2015
Q4 | $536K | Buy |
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|
2015
Q3 | $436K | Buy |
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|
2015
Q2 | $428K | Buy |
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|
2015
Q1 | $365K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $295K | Buy |
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|
2014
Q1 | $249K | Buy |
|