Mirador Capital Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,549
| Closed | -$223K | – | 179 |
|
|
2019
Q2 | $223K | Buy |
5,549
+3
| +0.1% | +$121 | 0.11% | 146 |
|
|
2019
Q1 | $237K | Buy |
5,546
+303
| +6% | +$12.9K | 0.13% | 128 |
|
|
2018
Q4 | $218K | Sell |
5,243
-2,701
| -34% | -$112K | 0.13% | 125 |
|
|
2018
Q3 | $390K | Hold |
7,944
| – | – | 0.19% | 101 |
|
|
2018
Q2 | $406K | Hold |
7,944
| – | – | 0.22% | 91 |
|
|
2018
Q1 | $442K | Sell |
7,944
-34
| -0.4% | -$1.89K | 0.31% | 65 |
|
|
2017
Q4 | $410K | Buy |
+7,978
| New | +$410K | 0.22% | 86 |
|
|
2017
Q1 | – | Sell |
-10,147
| Closed | -$401K | – | 143 |
|
|
2016
Q4 | $401K | Sell |
10,147
-1,682
| -14% | -$66.5K | 0.32% | 83 |
|
|
2016
Q3 | $373K | Buy |
11,829
+17
| +0.1% | +$536 | 0.33% | 68 |
|
|
2016
Q2 | $335K | Buy |
11,812
+3,241
| +38% | +$91.9K | 0.34% | 70 |
|
|
2016
Q1 | $240K | Buy |
+8,571
| New | +$240K | 0.27% | 82 |
|