NorthStar Asset Management (Pennsylvania)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $825K | Sell |
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|
2020
Q2 | $805K | Hold |
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|
2020
Q1 | $802K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $989K | Sell |
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|
2019
Q2 | $960K | Hold |
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|
2019
Q1 | $1.02M | Hold |
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|
2018
Q4 | $992K | Sell |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $1.33M | Hold |
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|
2017
Q3 | $1.14M | Hold |
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|
2017
Q2 | $1.11M | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.05M | Sell |
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|
2016
Q3 | $851K | Sell |
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|
2016
Q2 | $703K | Sell |
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|
2016
Q1 | $787K | Buy |
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