Fieldpoint Private Securities’s Charles Schwab SCHW Stock Holding History

Fieldpoint Private Securities’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$230K	Sell
2022 Q1	$315K	Sell
2021 Q4	$334K	Sell
2021 Q3	$300K	Buy
2021 Q2	$300K	Hold
2021 Q1	$263K	Buy
2020 Q4	$137K	Buy
2020 Q1	–	Sell
2019 Q4	$23K	Sell
2019 Q3	$36K	Sell
2019 Q2	$73K	Buy