CSat Investment Advisory’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.12M | Sell |
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|
2020
Q4 | $4.18M | Sell |
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|
2020
Q3 | $3.06M | Buy |
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|
2020
Q2 | $2.03M | Sell |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $3.02M | Buy |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.51M | Buy |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $1.02M | Buy |
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|
2018
Q3 | $851K | Buy |
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|
2018
Q2 | $704K | Buy |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $2.15M | Sell |
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|
2016
Q1 | $2.75M | Sell |
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|
2015
Q4 | $7.32M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $11.2M | Buy |
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|
2014
Q2 | $9.19M | Buy |
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|
2014
Q1 | $7.21M | Buy |
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