Patten Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-62
| Closed | -$3K | – | 466 |
|
|
2018
Q4 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 517 |
|
|
2017
Q4 | – | Sell |
-60
| Closed | -$3K | – | 639 |
|
|
2017
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 567 |
|
|
2017
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 581 |
|
|
2017
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 602 |
|