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Northstar Investment Advisors’s Charles Schwab SCHW Stock Holding History

Northstar Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,700
Closed -$288K – 127
2017
Q2 		$288K Hold
6,700
– – 0.06% 94
2017
Q1 		$273K Hold
6,700
– – 0.06% 94
2016
Q4 		$264K Hold
6,700
– – 0.06% 92
2016
Q3 		$215K Buy
+6,700
New +$215K 0.05% 98