Constellation Wealth Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $248K | Hold |
8,675
| – | – | 0.03% | 78 |
|
|
2015
Q2 | $283K | Hold |
8,675
| – | – | 0.02% | 163 |
|
|
2015
Q1 | $264K | Hold |
8,675
| – | – | 0.02% | 169 |
|
|
2014
Q4 | $262K | Hold |
8,675
| – | – | 0.02% | 163 |
|
|
2014
Q3 | $255K | Hold |
8,675
| – | – | 0.02% | 177 |
|
|
2014
Q2 | $234K | Sell |
8,675
-107,743
| -93% | -$2.91M | 0.03% | 167 |
|
|
2014
Q1 | $3.18M | Buy |
+116,418
| New | +$3.18M | 0.31% | 74 |
|