Guidant Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $12K | Buy |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $9K | Sell |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $7K | Hold |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $6K | Buy |
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