Partnervest Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-285
| Closed | -$8K | – | 661 |
|
|
2014
Q2 | $8K | Hold |
285
| – | – | ﹤0.01% | 732 |
|
|
2014
Q1 | $8K | Hold |
285
| – | – | ﹤0.01% | 704 |
|
|
2013
Q4 | $7K | Hold |
285
| – | – | ﹤0.01% | 713 |
|
|
2013
Q3 | $6K | Hold |
285
| – | – | ﹤0.01% | 764 |
|
|
2013
Q2 | $6K | Buy |
+285
| New | +$6K | ﹤0.01% | 705 |
|