McQueen Ball & Associates’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
$1.31M Sell
31,437
-900
-3% -$37.4K 0.84% 45
2018
Q3
$1.59M Sell
32,337
-85
-0.3% -$4.18K 0.9% 41
2018
Q2
$1.66M Buy
+32,422
New +$1.66M 1% 38