Mosaic Family Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $259K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | $56K | Buy |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $42K | Buy |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $26K | Sell |
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|
2017
Q4 | $72K | Sell |
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|
2017
Q3 | $565K | Buy |
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|
2017
Q2 | $543K | Sell |
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|
2017
Q1 | $536K | Buy |
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|
2016
Q4 | $418K | Buy |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $4K | Buy |
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