Matrix Asset Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $7.37M | Sell |
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|
2016
Q3 | $12.6M | Buy |
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|
2016
Q2 | $9.18M | Buy |
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|
2016
Q1 | $8.83M | Buy |
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|
2015
Q4 | $2.5M | Sell |
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|
2015
Q3 | $3.31M | Sell |
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|
2015
Q2 | $7.79M | Sell |
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|
2015
Q1 | $7.61M | Sell |
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|
2014
Q4 | $7.59M | Sell |
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|
2014
Q3 | $7.5M | Sell |
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|
2014
Q2 | $11.1M | Sell |
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|
2014
Q1 | $11.4M | Sell |
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|
2013
Q4 | $15.7M | Sell |
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|
2013
Q3 | $14.3M | Sell |
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|
2013
Q2 | $20.2M | Buy |
|