Omnia Family Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-59
| Closed | -$3K | – | 442 |
|
|
2019
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 412 |
|
|
2018
Q4 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 439 |
|
|
2018
Q2 | – | Sell |
-68
| Closed | -$4K | – | 610 |
|
|
2018
Q1 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 341 |
|
|
2017
Q4 | – | Sell |
-86
| Closed | -$4K | – | 634 |
|
|
2017
Q3 | $4K | Hold |
86
| – | – | ﹤0.01% | 370 |
|
|
2017
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 473 |
|
|
2017
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 464 |
|
|
2016
Q4 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 535 |
|