IMOV
Investment Management of Virginia’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-21,908
| Closed | -$880K | – | 148 |
|
|
2019
Q2 | $880K | Sell |
21,908
-21,908
| -50% | -$880K | 0.21% | 109 |
|
|
2019
Q1 | $1.87M | Buy |
43,816
+24,738
| +130% | +$1.06M | 0.22% | 113 |
|
|
2018
Q4 | $792K | Buy |
19,078
+23
| +0.1% | +$955 | 0.21% | 111 |
|
|
2018
Q3 | $937K | Sell |
19,055
-1,895
| -9% | -$93.2K | 0.2% | 113 |
|
|
2018
Q2 | $1.07M | Buy |
20,950
+4,075
| +24% | +$208K | 0.24% | 108 |
|
|
2018
Q1 | $881K | Buy |
+16,875
| New | +$881K | 0.2% | 114 |
|