Contravisory Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-82
| Closed | -$4K | – | 514 |
|
|
2017
Q3 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 313 |
|
|
2017
Q2 | – | Sell |
-82
| Closed | -$3K | – | 243 |
|
|
2017
Q1 | $3K | Hold |
82
| – | – | ﹤0.01% | 252 |
|
|
2016
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 247 |
|
|
2016
Q3 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 238 |
|
|
2016
Q1 | – | Sell |
-69
| Closed | -$2K | – | 228 |
|
|
2015
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 188 |
|