Douglas C. Lane & Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $263K | Sell |
7,982
-61
| -0.8% | -$2.01K | 0.01% | 198 |
|
|
2015
Q3 | $230K | Buy |
8,043
+1,003
| +14% | +$28.7K | 0.01% | 215 |
|
|
2015
Q2 | $230K | Sell |
7,040
-400
| -5% | -$13.1K | 0.01% | 213 |
|
|
2015
Q1 | $226K | Buy |
7,440
+348
| +5% | +$10.6K | 0.01% | 216 |
|
|
2014
Q4 | $214K | Buy |
7,092
+18
| +0.3% | +$543 | 0.01% | 218 |
|
|
2014
Q3 | $208K | Sell |
7,074
-975
| -12% | -$28.7K | 0.01% | 212 |
|
|
2014
Q2 | $217K | Sell |
8,049
-612
| -7% | -$16.5K | 0.01% | 200 |
|
|
2014
Q1 | $237K | Buy |
+8,661
| New | +$237K | 0.01% | 192 |
|