Essex Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $23.5K | Hold |
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|
2023
Q3 | $18.7K | Hold |
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|
2023
Q2 | $19.3K | Hold |
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|
2023
Q1 | $17.9K | Hold |
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|
2022
Q4 | $28K | Hold |
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|
2022
Q3 | $25K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $12K | Hold |
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|
2020
Q2 | $12K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.61M | Hold |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $1.65M | Buy |
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|
2018
Q4 | $1.59M | Sell |
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|
2018
Q3 | $1.88M | Sell |
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|
2018
Q2 | $2.12M | Sell |
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|
2018
Q1 | $2.39M | Sell |
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|
2017
Q4 | $2.77M | Buy |
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|
2017
Q3 | $2.35M | Buy |
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|
2017
Q2 | $2.31M | Sell |
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|
2017
Q1 | $2.26M | Sell |
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|
2016
Q4 | $2.26M | Buy |
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|
2016
Q3 | $1.79M | Sell |
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|
2016
Q2 | $1.44M | Sell |
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|
2016
Q1 | $1.7M | Sell |
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|
2015
Q4 | $2M | Buy |
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|
2015
Q3 | $1.73M | Sell |
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|
2015
Q2 | $7.83M | Buy |
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|
2015
Q1 | $3.78M | Sell |
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|
2014
Q4 | $5.14M | Sell |
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|
2014
Q3 | $5.09M | Buy |
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|
2014
Q2 | $4.66M | Sell |
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|
2014
Q1 | $4.83M | Sell |
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|
2013
Q4 | $4.83M | Sell |
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|
2013
Q3 | $3.95M | Sell |
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|
2013
Q2 | $3.98M | Buy |
|