Counsel Portfolio Services’s Charles Schwab SCHW Stock Holding History

Counsel Portfolio Services’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell
2016 Q1	$4.3M	Sell
2015 Q4	$5.52M	Hold
2015 Q3	$4.79M	Buy
2015 Q2	$4.6M	Hold
2015 Q1	$4.29M	Hold
2014 Q4	$4.25M	Buy
2014 Q3	$3.07M	Hold
2014 Q2	$2.81M	Buy
2014 Q1	$1.51M	Buy