DPA
Delphi Private Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1K | Buy |
+21
| New | +$1K | 0.01% | 87 |
|
|
2016
Q4 | – | Sell |
-86
| Closed | -$3K | – | 417 |
|
|
2016
Q3 | $3K | Buy |
86
+75
| +682% | +$2.62K | 0.01% | 222 |
|
|
2016
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 539 |
|
|
2016
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 393 |
|
|
2015
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 411 |
|