Lourd Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-4,084
Closed -$201K 336
2018
Q3
$201K Buy
+4,084
New +$201K 0.01% 319
2018
Q1
Sell
-4,050
Closed -$208K 293
2017
Q4
$208K Buy
+4,050
New +$208K 0.01% 336