Peak Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,569
| Closed | -$217K | – | 131 |
|
|
2019
Q4 | $217K | Buy |
+4,569
| New | +$217K | 0.07% | 115 |
|
|
2018
Q4 | – | Sell |
-4,209
| Closed | -$207K | – | 133 |
|
|
2018
Q3 | $207K | Hold |
4,209
| – | – | 0.07% | 122 |
|
|
2018
Q2 | $215K | Sell |
4,209
-113
| -3% | -$5.77K | 0.08% | 121 |
|
|
2018
Q1 | $226K | Buy |
4,322
+206
| +5% | +$10.8K | 0.08% | 116 |
|
|
2017
Q4 | $211K | Buy |
+4,116
| New | +$211K | 0.08% | 118 |
|