Credential Securities’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $370K | Sell |
7,237
-33
| -0.5% | -$1.69K | 0.08% | 130 |
|
|
2018
Q1 | $378K | Buy |
7,270
+316
| +5% | +$16.4K | 0.09% | 135 |
|
|
2017
Q4 | $357K | Buy |
6,954
+1,044
| +18% | +$53.6K | 0.09% | 142 |
|
|
2017
Q3 | $258K | Buy |
5,910
+215
| +4% | +$9.4K | 0.07% | 158 |
|
|
2017
Q2 | $245K | Buy |
5,695
+4,449
| +357% | +$191K | 0.07% | 158 |
|
|
2017
Q1 | $50.8K | Buy |
1,246
+935
| +301% | +$38.1K | 0.02% | 203 |
|
|
2016
Q4 | $12.3K | Buy |
311
+49
| +19% | +$1.93K | ﹤0.01% | 211 |
|
|
2016
Q3 | $8.27K | Buy |
262
+236
| +908% | +$7.45K | ﹤0.01% | 217 |
|
|
2016
Q2 | $657 | Buy |
+26
| New | +$657 | ﹤0.01% | 253 |
|