Jupiter Investment Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $4.48M | Buy |
+132,711
| New | +$4.48M | 0.07% | 204 |
|
|
2019
Q4 | – | Sell |
-85,804
| Closed | -$3.59M | – | 504 |
|
|
2019
Q3 | $3.59M | Buy |
+85,804
| New | +$3.59M | 0.05% | 265 |
|
|
2014
Q2 | – | Sell |
-47,100
| Closed | -$1.29M | – | 397 |
|
|
2014
Q1 | $1.29M | Buy |
+47,100
| New | +$1.29M | 0.09% | 209 |
|
|
2013
Q4 | – | Sell |
-143,100
| Closed | -$3.03M | – | 398 |
|
|
2013
Q3 | $3.03M | Buy |
+143,100
| New | +$3.03M | 0.29% | 131 |
|