Kathryn A. Hall’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.18M | Sell |
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|
2020
Q3 | $2.98M | Hold |
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|
2020
Q2 | $2.77M | Hold |
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|
2020
Q1 | $2.77M | Buy |
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|
2019
Q4 | $3.9M | Sell |
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|
2019
Q3 | $3.43M | Buy |
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|
2019
Q2 | $3.3M | Hold |
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|
2019
Q1 | $3.51M | Hold |
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|
2018
Q4 | $3.41M | Hold |
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|
2018
Q3 | $4.03M | Hold |
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|
2018
Q2 | $4.19M | Hold |
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|
2018
Q1 | $4.29M | Hold |
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|
2017
Q4 | $4.21M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $867K | Buy |
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