Jabodon PT Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-102,635
| Closed | -$4.29M | – | 22 |
|
|
2019
Q3 | $4.29M | Sell |
102,635
-63,884
| -38% | -$2.67M | 1.81% | 8 |
|
|
2019
Q2 | $6.69M | Buy |
166,519
+23,018
| +16% | +$925K | 5.22% | 4 |
|
|
2019
Q1 | $6.14M | Buy |
143,501
+42,825
| +43% | +$1.83M | 5.17% | 3 |
|
|
2018
Q4 | $4.18M | Buy |
+100,676
| New | +$4.18M | 3.85% | 4 |
|