Independent Portfolio Consultants’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $29K | Buy |
669
+10
| +2% | +$433 | 0.01% | 581 |
|
|
2017
Q1 | $27K | Buy |
659
+563
| +586% | +$23.1K | 0.01% | 636 |
|
|
2016
Q4 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 736 |
|
|
2015
Q2 | – | Sell |
-144
| Closed | -$4K | – | 1081 |
|
|
2015
Q1 | $4K | Buy |
+144
| New | +$4K | ﹤0.01% | 787 |
|
|
2014
Q2 | – | Sell |
-26,806
| Closed | -$732K | – | 842 |
|
|
2014
Q1 | $732K | Sell |
26,806
-7,115
| -21% | -$194K | 0.23% | 135 |
|
|
2013
Q4 | $882K | Buy |
33,921
+499
| +1% | +$13K | 0.31% | 81 |
|
|
2013
Q3 | $707K | Sell |
33,422
-3,713
| -10% | -$78.5K | 0.28% | 107 |
|
|
2013
Q2 | $788K | Buy |
+37,135
| New | +$788K | 0.35% | 66 |
|