Jupiter Investment Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$4.48M Buy
2019
Q4
Sell
2019
Q3
$3.59M Buy
2014
Q2
Sell
2014
Q1
$1.29M Buy
2013
Q4
Sell
2013
Q3
$3.02M Buy