Kanaly Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $6K | Sell |
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|
2016
Q2 | $41K | Buy |
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|
2016
Q1 | $44K | Sell |
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|
2015
Q4 | $69K | Sell |
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|
2015
Q3 | $65K | Hold |
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|
2015
Q2 | $75K | Buy |
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|
2015
Q1 | $28K | Sell |
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|
2014
Q4 | $536K | Sell |
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|
2014
Q3 | $538K | Sell |
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|
2014
Q2 | $505K | Sell |
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|
2014
Q1 | $521K | Buy |
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|
2013
Q4 | $466K | Buy |
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