Intellectus Partners’s Charles Schwab 5.95% Series D Preferred Stock SCHW.PRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
2017
Q3
$48K Buy
2017
Q2
$29K Sell
2017
Q1
$29K Sell
2016
Q4
$28K Buy