MYCIO Wealth Partners’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 | – | Sell |
-37
| Closed | -$1K | – | 576 |
|
|
2016
Q3 | $1K | Sell |
37
-504
| -93% | -$13.6K | ﹤0.01% | 813 |
|
|
2016
Q2 | $14K | Buy |
541
+155
| +40% | +$4.01K | ﹤0.01% | 521 |
|
|
2016
Q1 | $11K | Buy |
386
+38
| +11% | +$1.08K | ﹤0.01% | 510 |
|
|
2015
Q4 | $11K | Sell |
348
-73
| -17% | -$2.31K | ﹤0.01% | 526 |
|
|
2015
Q3 | $12K | Buy |
421
+74
| +21% | +$2.11K | ﹤0.01% | 537 |
|
|
2015
Q2 | $11K | Buy |
347
+1
| +0.3% | +$32 | ﹤0.01% | 511 |
|
|
2015
Q1 | $11K | Buy |
346
+1
| +0.3% | +$32 | ﹤0.01% | 480 |
|
|
2014
Q4 | $10K | Hold |
345
| – | – | ﹤0.01% | 466 |
|
|
2014
Q3 | $10K | Buy |
345
+1
| +0.3% | +$29 | ﹤0.01% | 452 |
|
|
2014
Q2 | $9K | Buy |
344
+1
| +0.3% | +$26 | ﹤0.01% | 481 |
|
|
2014
Q1 | $9K | Buy |
343
+1
| +0.3% | +$26 | ﹤0.01% | 478 |
|
|
2013
Q4 | $9K | Hold |
342
| – | – | ﹤0.01% | 457 |
|
|
2013
Q3 | $7K | Buy |
342
+1
| +0.3% | +$20 | ﹤0.01% | 434 |
|
|
2013
Q2 | $7K | Buy |
+341
| New | +$7K | ﹤0.01% | 450 |
|