Greenwood Capital Associates’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-138,812
| Closed | -$4.19M | – | 172 |
|
|
2014
Q4 | $4.19M | Buy |
138,812
+142
| +0.1% | +$4.29K | 1.21% | 33 |
|
|
2014
Q3 | $4.08M | Buy |
138,670
+380
| +0.3% | +$11.2K | 1.25% | 30 |
|
|
2014
Q2 | $3.72M | Buy |
138,290
+515
| +0.4% | +$13.9K | 1.15% | 33 |
|
|
2014
Q1 | $3.77M | Buy |
137,775
+35,751
| +35% | +$977K | 1.21% | 30 |
|
|
2013
Q4 | $2.65M | Buy |
102,024
+3
| +0% | +$78 | 0.82% | 52 |
|
|
2013
Q3 | $2.16M | Buy |
+102,021
| New | +$2.16M | 0.76% | 61 |
|