Jafra Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-108,320
Closed -$5.56M 104
2017
Q4
$5.56M Buy
108,320
+83,320
+333% +$4.28M 1.56% 16
2017
Q3
$1.09M Buy
+25,000
New +$1.09M 0.41% 60
2017
Q1
Sell
-89,731
Closed -$3.54M 86
2016
Q4
$3.54M Buy
+89,731
New +$3.54M 2.98% 7