Fulton Breakefield Broenniman’s The Charles Schwab Corporation SCHW.PRB.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.46M | Sell |
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|
2017
Q2 | $1.48M | Buy |
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|
2017
Q1 | $1.49M | Sell |
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|
2016
Q4 | $1.49M | Sell |
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|
2016
Q3 | $1.56M | Buy |
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|
2016
Q2 | $1.58M | Buy |
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|
2016
Q1 | $1.33M | Sell |
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|
2015
Q4 | $1.35M | Buy |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $1.26M | Buy |
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|
2015
Q1 | $1.23M | Buy |
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|
2014
Q4 | $1.15M | Buy |
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|
2014
Q3 | $1.13M | Buy |
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|
2014
Q2 | $1.11M | Buy |
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|
2014
Q1 | $863K | Buy |
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|
2013
Q4 | $762K | Sell |
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|
2013
Q3 | $825K | Buy |
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|
2013
Q2 | $928K | Buy |
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