Gideon Capital Advisors’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
Q1 | – | Sell |
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|
2019
Q4 | $6.15M | Buy |
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|
2019
Q3 | $3.11M | Buy |
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|
2019
Q2 | $887K | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.35M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $588K | Buy |
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|
2015
Q1 | – | Sell |
|
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|
2014
Q4 | $625K | Sell |
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|
2014
Q3 | $4.09M | Buy |
|