First Allied Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $579K | Buy |
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|
2019
Q4 | $808K | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $698K | Buy |
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|
2019
Q1 | $628K | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $836K | Sell |
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|
2018
Q2 | $870K | Buy |
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|
2018
Q1 | $857K | Sell |
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|
2017
Q4 | $948K | Buy |
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|
2017
Q3 | $793K | Sell |
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|
2017
Q2 | $8.94M | Sell |
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|
2017
Q1 | $8.72M | Buy |
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|
2016
Q4 | $8.35M | Sell |
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|
2016
Q3 | $6.85M | Sell |
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|
2016
Q2 | $5.61M | Buy |
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|
2016
Q1 | $1.73M | Sell |
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|
2015
Q4 | $2.05M | Sell |
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|
2015
Q3 | $1.85M | Sell |
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|
2015
Q2 | $2.13M | Buy |
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|
2015
Q1 | $1.96M | Buy |
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|
2014
Q4 | $1.8M | Sell |
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|
2014
Q3 | $1.85M | Sell |
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|
2014
Q2 | $1.73M | Buy |
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|
2014
Q1 | $1.63M | Sell |
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|
2013
Q4 | $2.46M | Buy |
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|
2013
Q3 | $1.95M | Sell |
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|
2013
Q2 | $2M | Buy |
|