CPWM LLC’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$710K Buy
2016
Q4
Sell
2016
Q3
$311K Hold
2016
Q2
$318K Hold
2016
Q1
$311K Sell
2015
Q4
$535K Buy
2015
Q3
$249K Buy