Pinnacle Summer Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $20K | Buy |
615
+18
| +3% | +$585 | ﹤0.01% | 469 |
|
|
2015
Q3 | $17K | Buy |
597
+1
| +0.2% | +$28 | ﹤0.01% | 648 |
|
|
2015
Q2 | $19K | Buy |
596
+1
| +0.2% | +$32 | ﹤0.01% | 437 |
|
|
2015
Q1 | $18K | Buy |
595
+1
| +0.2% | +$30 | ﹤0.01% | 673 |
|
|
2014
Q4 | $15K | Buy |
594
+2
| +0.3% | +$51 | ﹤0.01% | 731 |
|
|
2014
Q3 | $17K | Sell |
592
-209
| -26% | -$6K | ﹤0.01% | 720 |
|
|
2014
Q2 | $22K | Buy |
801
+211
| +36% | +$5.8K | ﹤0.01% | 636 |
|
|
2014
Q1 | $16K | Buy |
590
+2
| +0.3% | +$54 | ﹤0.01% | 636 |
|
|
2013
Q4 | $15K | Buy |
588
+1
| +0.2% | +$26 | ﹤0.01% | 658 |
|
|
2013
Q3 | $12K | Sell |
587
-433
| -42% | -$8.85K | ﹤0.01% | 649 |
|
|
2013
Q2 | $22K | Buy |
+1,020
| New | +$22K | 0.01% | 488 |
|