GWA
Guidant Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $13K | Hold |
305
| – | – | ﹤0.01% | 244 |
|
|
2019
Q2 | $12K | Buy |
305
+1
| +0.3% | +$39 | ﹤0.01% | 249 |
|
|
2019
Q1 | $13K | Buy |
304
+104
| +52% | +$4.45K | 0.01% | 246 |
|
|
2018
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 204 |
|
|
2018
Q3 | $9K | Sell |
200
-30
| -13% | -$1.35K | ﹤0.01% | 148 |
|
|
2018
Q2 | $11K | Buy |
230
+30
| +15% | +$1.44K | ﹤0.01% | 143 |
|
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 146 |
|
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 148 |
|
|
2017
Q3 | $9K | Hold |
200
| – | – | 0.01% | 163 |
|
|
2017
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 208 |
|
|
2017
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 184 |
|
|
2016
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 171 |
|
|
2016
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 182 |
|