Kays Financial Advisory’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
Q3 | $2.19M | Sell |
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|
2020
Q2 | $2.87M | Buy |
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|
2020
Q1 | $2.72M | Buy |
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|
2019
Q4 | $3.63M | Buy |
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|
2019
Q3 | $3M | Sell |
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|
2019
Q2 | $2.89M | Buy |
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|
2019
Q1 | $3.01M | Buy |
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|
2018
Q4 | $2.63M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Buy |
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|
2017
Q3 | $172K | Hold |
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|
2017
Q2 | $169K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $31K | Buy |
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