People's United Financial’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $245K | Buy |
2,904
+102
| +4% | +$8.61K | 0.01% | 568 |
|
|
2021
Q4 | $236K | Sell |
2,802
-1,231
| -31% | -$104K | 0.01% | 628 |
|
|
2021
Q3 | $294K | Sell |
4,033
-540
| -12% | -$39.4K | 0.01% | 619 |
|
|
2021
Q2 | $333K | Hold |
4,573
| – | – | 0.01% | 587 |
|
|
2021
Q1 | $298K | Sell |
4,573
-577
| -11% | -$37.6K | 0.01% | 592 |
|
|
2020
Q4 | $273K | Buy |
+5,150
| New | +$273K | 0.01% | 579 |
|
|
2020
Q2 | – | Sell |
-8,328
| Closed | -$280K | – | 646 |
|
|
2020
Q1 | $280K | Sell |
8,328
-24,923
| -75% | -$838K | 0.01% | 488 |
|
|
2019
Q4 | $1.58M | Sell |
33,251
-9,052
| -21% | -$430K | 0.04% | 286 |
|
|
2019
Q3 | $1.77M | Buy |
42,303
+242
| +0.6% | +$10.1K | 0.05% | 270 |
|
|
2019
Q2 | $1.69M | Sell |
42,061
-10,213
| -20% | -$410K | 0.05% | 285 |
|
|
2019
Q1 | $2.24M | Sell |
52,274
-2,628
| -5% | -$112K | 0.07% | 231 |
|
|
2018
Q4 | $2.28M | Sell |
54,902
-2,054
| -4% | -$85.3K | 0.08% | 203 |
|
|
2018
Q3 | $2.8M | Sell |
56,956
-11,724
| -17% | -$576K | 0.09% | 186 |
|
|
2018
Q2 | $3.51M | Sell |
68,680
-10,019
| -13% | -$512K | 0.09% | 216 |
|
|
2018
Q1 | $4.11M | Sell |
78,699
-2,002
| -2% | -$105K | 0.13% | 134 |
|
|
2017
Q4 | $4.15M | Buy |
80,701
+217
| +0.3% | +$11.1K | 0.13% | 143 |
|
|
2017
Q3 | $3.52M | Buy |
80,484
+8,772
| +12% | +$384K | 0.12% | 161 |
|
|
2017
Q2 | $3.08M | Buy |
71,712
+402
| +0.6% | +$17.3K | 0.1% | 169 |
|
|
2017
Q1 | $2.91M | Sell |
71,310
-8,324
| -10% | -$340K | 0.1% | 172 |
|
|
2016
Q4 | $3.14M | Buy |
79,634
+20,843
| +35% | +$823K | 0.12% | 159 |
|
|
2016
Q3 | $1.86M | Buy |
58,791
+6,607
| +13% | +$209K | 0.1% | 160 |
|
|
2016
Q2 | $1.32M | Buy |
52,184
+211
| +0.4% | +$5.34K | 0.07% | 205 |
|
|
2016
Q1 | $1.46M | Buy |
51,973
+8,700
| +20% | +$244K | 0.08% | 193 |
|
|
2015
Q4 | $1.43M | Buy |
43,273
+5,800
| +15% | +$191K | 0.08% | 200 |
|
|
2015
Q3 | $1.07M | Hold |
37,473
| – | – | 0.06% | 236 |
|
|
2015
Q2 | $1.22M | Sell |
37,473
-827
| -2% | -$27K | 0.06% | 234 |
|
|
2015
Q1 | $1.17M | Sell |
38,300
-3,000
| -7% | -$91.3K | 0.06% | 238 |
|
|
2014
Q4 | $1.25M | Sell |
41,300
-2,400
| -5% | -$72.5K | 0.06% | 228 |
|
|
2014
Q3 | $1.28M | Sell |
43,700
-9,614
| -18% | -$282K | 0.07% | 215 |
|
|
2014
Q2 | $1.44M | Sell |
53,314
-23,829
| -31% | -$642K | 0.08% | 205 |
|
|
2014
Q1 | $2.11M | Sell |
77,143
-38,190
| -33% | -$1.04M | 0.13% | 136 |
|
|
2013
Q4 | $3M | Sell |
115,333
-26,541
| -19% | -$690K | 0.17% | 109 |
|
|
2013
Q3 | $3M | Buy |
141,874
+23,045
| +19% | +$487K | 0.19% | 93 |
|
|
2013
Q2 | $2.52M | Buy |
+118,829
| New | +$2.52M | 0.16% | 95 |
|