Migdal Insurance & Financial Holdings’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,517
| Closed | -$72K | – | 757 |
|
2019
Q4 | $72K | Sell |
1,517
-679
| -31% | -$32.2K | ﹤0.01% | 601 |
|
2019
Q3 | $92K | Sell |
2,196
-770
| -26% | -$32.3K | ﹤0.01% | 557 |
|
2019
Q2 | $119K | Buy |
+2,966
| New | +$119K | ﹤0.01% | 550 |
|
2018
Q4 | – | Sell |
-14,362
| Closed | -$706K | – | 799 |
|
2018
Q3 | $706K | Buy |
14,362
+7,390
| +106% | +$363K | 0.01% | 325 |
|
2018
Q2 | $356K | Buy |
6,972
+6,891
| +8,507% | +$352K | 0.01% | 380 |
|
2018
Q1 | $4K | Buy |
+81
| New | +$4K | ﹤0.01% | 581 |
|