Douglas C. Lane & Associates’s Charles Schwab SCHW Stock Holding History

Douglas C. Lane & Associates’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$263K	Sell
2015 Q3	$230K	Buy
2015 Q2	$230K	Sell
2015 Q1	$226K	Buy
2014 Q4	$214K	Buy
2014 Q3	$208K	Sell
2014 Q2	$217K	Sell
2014 Q1	$237K	Buy