Hoxton Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $25K | Hold |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $26K | Hold |
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|
2015
Q2 | $29K | Hold |
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|
2015
Q1 | $27K | Hold |
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|
2014
Q4 | $27K | Hold |
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|
2014
Q3 | $26K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $25K | Sell |
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|
2013
Q4 | $115K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $66K | Buy |
|