Espalier Global Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
2016
Q1
$2.8M Sell
2015
Q4
$6.32M Buy
2015
Q1
Sell
2014
Q4
$4.48M Sell
2014
Q3
$14.7M Buy
2014
Q2
$5.39M Sell
2014
Q1
$6.83M Sell
2013
Q4
$15.6M Buy
2013
Q3
Hold