MSI Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $286K | Buy |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q2 | $153K | Sell |
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|
2016
Q1 | $197K | Sell |
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|
2015
Q4 | $234K | Buy |
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|
2015
Q3 | $144K | Buy |
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|
2015
Q2 | $102K | Buy |
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|
2015
Q1 | $70K | Buy |
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|
2014
Q4 | $34K | Sell |
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|
2014
Q3 | $40K | Sell |
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|
2014
Q2 | $51K | Buy |
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|
2014
Q1 | $37K | Buy |
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|
2013
Q4 | $11K | Sell |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $10K | Buy |
|