Guardian Investor Services’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 | $243K | Buy |
7,967
+17
| +0.2% | +$519 | 0.19% | 125 |
|
|
2014
Q4 | $240K | Sell |
7,950
-186
| -2% | -$5.62K | 0.19% | 126 |
|
|
2014
Q3 | $239K | Sell |
8,136
-558
| -6% | -$16.4K | 0.19% | 126 |
|
|
2014
Q2 | $234K | Sell |
8,694
-253
| -3% | -$6.81K | 0.18% | 142 |
|
|
2014
Q1 | $245K | Sell |
8,947
-320
| -3% | -$8.76K | 0.19% | 133 |
|
|
2013
Q4 | $241K | Buy |
9,267
+448
| +5% | +$11.7K | 0.18% | 136 |
|
|
2013
Q3 | $186K | Sell |
8,819
-109
| -1% | -$2.3K | 0.16% | 157 |
|
|
2013
Q2 | $190K | Buy |
+8,928
| New | +$190K | 0.16% | 143 |
|