Israel Discount Bank of New York’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $263K | Sell |
|
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|
2023
Q1 | $282K | Buy |
|
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|
2019
Q2 | – | Sell |
|
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|
2019
Q1 | $627K | Buy |
|
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|
2018
Q4 | $584K | Sell |
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|
2018
Q3 | $706K | Buy |
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|
2018
Q2 | $714K | Buy |
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|
2018
Q1 | $713K | Buy |
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|
2017
Q4 | $681K | Buy |
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|
2017
Q3 | $454K | Sell |
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|
2017
Q2 | $484K | Sell |
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|
2017
Q1 | $470K | Buy |
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|
2016
Q4 | $326K | Buy |
|