Founders Bank & Trust’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
$117K Buy
3,862
+262
+7% +$7.94K 0.06% 134
2014
Q3
$106K Hold
3,600
0.06% 136
2014
Q2
$97K Buy
3,600
+1,536
+74% +$41.4K 0.05% 141
2014
Q1
$56K Buy
2,064
+1,251
+154% +$33.9K 0.03% 165
2013
Q4
$19K Buy
+813
New +$19K 0.01% 255