HL Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,996
| Closed | -$357K | – | 760 |
|
|
2018
Q2 | $357K | Buy |
6,996
+813
| +13% | +$41.5K | 0.01% | 549 |
|
|
2018
Q1 | $323K | Sell |
6,183
-4,296
| -41% | -$224K | 0.01% | 571 |
|
|
2017
Q4 | $538K | Sell |
10,479
-82,320
| -89% | -$4.23M | 0.01% | 417 |
|
|
2017
Q3 | $4.06M | Buy |
92,799
+10,275
| +12% | +$449K | 0.08% | 156 |
|
|
2017
Q2 | $3.55M | Buy |
82,524
+1,392
| +2% | +$59.8K | 0.07% | 173 |
|
|
2017
Q1 | $3.31M | Buy |
81,132
+3,777
| +5% | +$154K | 0.07% | 167 |
|
|
2016
Q4 | $3.05M | Buy |
+77,355
| New | +$3.05M | 0.07% | 185 |
|