Oxbow 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
2020
Q1
Sell
2019
Q4
$1.2M Sell
2019
Q3
$4.27M Sell
2019
Q2
$4.41M Buy
2019
Q1
$3.68M Buy
2018
Q4
$2.21M Sell
2018
Q3
$3.88M Buy