Cornerstone Advisors (Washington)’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 | $235K | Buy |
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|
2020
Q2 | $174K | Buy |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $230K | Buy |
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|
2019
Q3 | $193K | Sell |
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|
2019
Q2 | $190K | Sell |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | $116K | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | $205K | Sell |
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|
2018
Q1 | $215K | Buy |
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|
2017
Q4 | $192K | Sell |
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|
2017
Q3 | $192K | Buy |
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|
2017
Q2 | $187K | Sell |
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|
2017
Q1 | $190K | Hold |
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|
2016
Q4 | $184K | Buy |
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|
2016
Q3 | $141K | Buy |
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|
2016
Q2 | $82K | Hold |
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|
2016
Q1 | $91K | Buy |
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|
2015
Q4 | $102K | Sell |
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|
2015
Q3 | $185K | Sell |
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|
2015
Q2 | $239K | Hold |
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|
2015
Q1 | $223K | Buy |
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|
2014
Q4 | $214K | Buy |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $7K | Buy |
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|
2014
Q1 | $5K | Buy |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $3K | Buy |
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