National Investment Services’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-50,406
Closed -$2.11M 54
2019
Q3
$2.11M Sell
50,406
-3,302
-6% -$138K 2.45% 11
2019
Q2
$2.16M Buy
53,708
+13,772
+34% +$554K 2.49% 11
2019
Q1
$1.71M Sell
39,936
-409
-1% -$17.5K 1.87% 17
2018
Q4
$1.68M Buy
+40,345
New +$1.68M 1.94% 17