Lowe Brockenbrough & Co’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,770
| Closed | -$348K | – | 202 |
|
|
2017
Q4 | $348K | Hold |
6,770
| – | – | 0.05% | 172 |
|
|
2017
Q3 | $296K | Hold |
6,770
| – | – | 0.05% | 175 |
|
|
2017
Q2 | $291K | Buy |
6,770
+62
| +0.9% | +$2.67K | 0.05% | 172 |
|
|
2017
Q1 | $274K | Buy |
6,708
+1,633
| +32% | +$66.7K | 0.04% | 175 |
|
|
2016
Q4 | $200K | Buy |
+5,075
| New | +$200K | 0.03% | 190 |
|
|
2016
Q1 | – | Sell |
-6,659
| Closed | -$219K | – | 188 |
|
|
2015
Q4 | $219K | Buy |
+6,659
| New | +$219K | 0.04% | 175 |
|