MB Financial Bank - Trust Department’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-240
| Closed | -$9K | – | 434 |
|
|
2016
Q4 | $9K | Buy |
+240
| New | +$9K | ﹤0.01% | 317 |
|
|
2015
Q1 | – | Sell |
-224
| Closed | -$7K | – | 454 |
|
|
2014
Q4 | $7K | Sell |
224
-224
| -50% | -$7K | ﹤0.01% | 403 |
|
|
2014
Q3 | $13K | Buy |
448
+224
| +100% | +$6.5K | ﹤0.01% | 482 |
|
|
2014
Q2 | $6K | Buy |
+224
| New | +$6K | ﹤0.01% | 479 |
|
|
2014
Q1 | – | Sell |
-149
| Closed | -$4K | – | 455 |
|
|
2013
Q4 | $4K | Buy |
+149
| New | +$4K | ﹤0.01% | 421 |
|