Pinnacle Advisory Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,780
| Closed | -$406K | – | 177 |
|
|
2018
Q1 | $406K | Sell |
7,780
-21
| -0.3% | -$1.1K | 0.02% | 137 |
|
|
2017
Q4 | $401K | Buy |
7,801
+48
| +0.6% | +$2.47K | 0.02% | 154 |
|
|
2017
Q3 | $339K | Hold |
7,753
| – | – | 0.02% | 150 |
|
|
2017
Q2 | $333K | Buy |
+7,753
| New | +$333K | 0.02% | 145 |
|
|
2015
Q2 | – | Sell |
-14,931
| Closed | – | – | 138 |
|
|
2015
Q1 | $0 | Hold |
14,931
| – | – | ﹤0.01% | 157 |
|
|
2014
Q4 | $173K | Buy |
+14,931
| New | +$173K | 0.02% | 141 |
|
|
2014
Q3 | – | Sell |
-14,931
| Closed | -$173K | – | 141 |
|
|
2014
Q2 | $173K | Hold |
14,931
| – | – | 0.02% | 114 |
|
|
2014
Q1 | $173K | Hold |
14,931
| – | – | 0.02% | 102 |
|
|
2013
Q4 | $173K | Hold |
14,931
| – | – | 0.02% | 89 |
|
|
2013
Q3 | $173K | Buy |
+14,931
| New | +$173K | 0.02% | 99 |
|