Constellation Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Constellation Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$248K	Hold
2015 Q2	$283K	Hold
2015 Q1	$264K	Hold
2014 Q4	$262K	Hold
2014 Q3	$255K	Hold
2014 Q2	$234K	Sell
2014 Q1	$3.18M	Buy