Granite Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $209K | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $316K | Hold |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $387K | Hold |
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|
2018
Q2 | $402K | Sell |
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|
2018
Q1 | $443K | Buy |
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|
2017
Q4 | $403K | Buy |
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