MSI Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $286K | Buy |
7,248
+484
| +7% | +$19.1K | 0.01% | 934 |
|
|
2016
Q3 | $214K | Buy |
6,764
+725
| +12% | +$22.9K | 0.01% | 1024 |
|
|
2016
Q2 | $153K | Sell |
6,039
-990
| -14% | -$25.1K | 0.01% | 1167 |
|
|
2016
Q1 | $197K | Sell |
7,029
-72
| -1% | -$2.02K | 0.01% | 992 |
|
|
2015
Q4 | $234K | Buy |
7,101
+2,051
| +41% | +$67.6K | 0.01% | 858 |
|
|
2015
Q3 | $144K | Buy |
5,050
+1,927
| +62% | +$54.9K | 0.01% | 766 |
|
|
2015
Q2 | $102K | Buy |
3,123
+828
| +36% | +$27K | 0.01% | 987 |
|
|
2015
Q1 | $70K | Buy |
2,295
+1,157
| +102% | +$35.3K | ﹤0.01% | 1155 |
|
|
2014
Q4 | $34K | Sell |
1,138
-233
| -17% | -$6.96K | ﹤0.01% | 1256 |
|
|
2014
Q3 | $40K | Sell |
1,371
-506
| -27% | -$14.8K | ﹤0.01% | 1180 |
|
|
2014
Q2 | $51K | Buy |
1,877
+506
| +37% | +$13.7K | 0.01% | 1067 |
|
|
2014
Q1 | $37K | Buy |
1,371
+958
| +232% | +$25.9K | 0.01% | 1173 |
|
|
2013
Q4 | $11K | Sell |
413
-65
| -14% | -$1.73K | ﹤0.01% | 1660 |
|
|
2013
Q3 | $10K | Hold |
478
| – | – | ﹤0.01% | 1458 |
|
|
2013
Q2 | $10K | Buy |
+478
| New | +$10K | ﹤0.01% | 1548 |
|