Old Mutual Customised Solutions’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $3.49M | Buy |
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2018
Q1 | $3.55M | Buy |
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|
2017
Q4 | $3.37M | Buy |
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|
2017
Q3 | $1.89M | Hold |
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|
2017
Q2 | $1.85M | Buy |
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|
2017
Q1 | $1.6M | Buy |
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|
2016
Q4 | $1.4M | Buy |
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|
2016
Q3 | $796K | Buy |
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|
2016
Q2 | $633K | Hold |
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|
2016
Q1 | $701K | Hold |
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|
2015
Q4 | $823K | Hold |
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|
2015
Q3 | $714K | Sell |
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|
2015
Q2 | $940K | Buy |
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|
2015
Q1 | $819K | Buy |
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|
2014
Q4 | $474K | Buy |
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|
2014
Q3 | $391K | Sell |
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|
2014
Q2 | $455K | Hold |
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|
2014
Q1 | $462K | Hold |
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|
2013
Q4 | $439K | Sell |
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|
2013
Q3 | $391K | Buy |
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|
2013
Q2 | $348K | Buy |
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