Gerstein Fisher’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $475K | Buy |
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|
2016
Q2 | $376K | Sell |
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|
2016
Q1 | $419K | Buy |
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|
2015
Q4 | $478K | Buy |
|
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|
2015
Q3 | $414K | Sell |
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|
2015
Q2 | $482K | Buy |
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|
2015
Q1 | $440K | Buy |
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|
2014
Q4 | $435K | Buy |
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|
2014
Q3 | $412K | Buy |
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|
2014
Q2 | $377K | Buy |
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|
2014
Q1 | $382K | Sell |
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|
2013
Q4 | $698K | Buy |
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|
2013
Q3 | $283K | Sell |
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|
2013
Q2 | $379K | Buy |
|