IFC Holdings’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,298
| Closed | -$530K | – | 351 |
|
|
2017
Q4 | $530K | Buy |
10,298
+822
| +9% | +$42.3K | 0.04% | 292 |
|
|
2017
Q3 | $416K | Sell |
9,476
-3,462
| -27% | -$152K | 0.03% | 338 |
|
|
2017
Q2 | $549K | Sell |
12,938
-45,916
| -78% | -$1.95M | 0.04% | 283 |
|
|
2017
Q1 | $2.4M | Buy |
58,854
+4,247
| +8% | +$173K | 0.21% | 73 |
|
|
2016
Q4 | $2.16M | Buy |
+54,607
| New | +$2.16M | 0.22% | 74 |
|