Pinnacle Summer Investments’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
$20K Buy
2015
Q3
$17K Buy
2015
Q2
$19K Buy
2015
Q1
$18K Buy
2014
Q4
$15K Buy
2014
Q3
$17K Sell
2014
Q2
$22K Buy
2014
Q1
$16K Buy
2013
Q4
$15K Buy
2013
Q3
$12K Sell
2013
Q2
$22K Buy