Edge Advisors’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 | $153K | Buy |
3,011
+403
| +15% | +$20.5K | 0.01% | 349 |
|
|
2018
Q1 | $135K | Sell |
2,608
-88
| -3% | -$4.56K | 0.01% | 366 |
|
|
2017
Q4 | $138K | Sell |
2,696
-17
| -0.6% | -$870 | 0.01% | 352 |
|
|
2017
Q3 | $117K | Buy |
2,713
+364
| +15% | +$15.7K | 0.01% | 367 |
|
|
2017
Q2 | $100K | Sell |
2,349
-1,199
| -34% | -$51K | 0.01% | 399 |
|
|
2017
Q1 | $143K | Buy |
3,548
+960
| +37% | +$38.7K | 0.02% | 359 |
|
|
2016
Q4 | $102K | Buy |
+2,588
| New | +$102K | 0.01% | 378 |
|