First Mercantile Trust’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 | – | Sell |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $746K | Sell |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.43M | Buy |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.75M | Buy |
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|
2018
Q3 | $1.85M | Sell |
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|
2018
Q2 | $2.07M | Sell |
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|
2018
Q1 | $2.52M | Sell |
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|
2017
Q4 | $2.73M | Sell |
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|
2017
Q3 | $2.54M | Buy |
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|
2017
Q2 | $2.44M | Sell |
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|
2017
Q1 | $3.21M | Buy |
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|
2016
Q4 | $2.81M | Sell |
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|
2016
Q3 | $4.77M | Sell |
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|
2016
Q2 | $4.53M | Buy |
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|
2016
Q1 | $4.01M | Sell |
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|
2015
Q4 | $4.96M | Sell |
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|
2015
Q3 | $4.5M | Sell |
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|
2015
Q2 | $5.21M | Sell |
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|
2015
Q1 | $5.07M | Buy |
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|
2014
Q4 | $4.64M | Sell |
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|
2014
Q3 | $5.21M | Sell |
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|
2014
Q2 | $4.81M | Sell |
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|
2014
Q1 | $5.1M | Sell |
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|
2013
Q4 | $5.37M | Sell |
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|
2013
Q3 | $6.6M | Sell |
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|
2013
Q2 | $7.07M | Buy |
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