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Kaizen Advisory’s Charles Schwab SCHW Stock Holding History

Kaizen Advisory’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		$134K Buy
3,217
+237
+8% +$9.87K 0.09% 190
2018
Q3 		$146K Hold
2,980
– – 0.08% 189
2018
Q2 		$152K Buy
2,980
+1,823
+158% +$93K 0.08% 176
2018
Q1 		$60K Hold
1,157
– – 0.06% 175
2017
Q4 		$59K Buy
+1,157
New +$59K 0.04% 178