Otter Creek Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $3.79M | Buy |
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|
2019
Q2 | $3.45M | Hold |
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|
2019
Q1 | $3.67M | Sell |
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|
2018
Q4 | $3.81M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $11.2M | Buy |
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|
2016
Q3 | $8.8M | Buy |
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|
2016
Q2 | $4.77M | Buy |
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|
2016
Q1 | $4.62M | Buy |
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|
2015
Q1 | $1.83M | Buy |
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