Fiduciary Services Corp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $891K | Sell |
29,285
-307
| -1% | -$9.34K | 0.29% | 99 |
|
|
2014
Q4 | $893K | Buy |
29,592
+309
| +1% | +$9.33K | 0.31% | 95 |
|
|
2014
Q3 | $861K | Sell |
29,283
-164
| -0.6% | -$4.82K | 0.32% | 91 |
|
|
2014
Q2 | $793K | Buy |
29,447
+1
| +0% | +$27 | 0.3% | 94 |
|
|
2014
Q1 | $805K | Sell |
29,446
-2,037
| -6% | -$55.7K | 0.32% | 90 |
|
|
2013
Q4 | $819K | Sell |
31,483
-195
| -0.6% | -$5.07K | 0.33% | 86 |
|
|
2013
Q3 | $670K | Hold |
31,678
| – | – | 0.3% | 90 |
|
|
2013
Q2 | $673K | Buy |
+31,678
| New | +$673K | 0.3% | 84 |
|