Placemark Investments’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $7.7M | Sell |
255,004
-6,975
| -3% | -$210K | 0.14% | 187 |
|
|
2014
Q3 | $7.69M | Sell |
261,979
-36,656
| -12% | -$1.08M | 0.14% | 177 |
|
|
2014
Q2 | $8.04M | Sell |
298,635
-20,844
| -7% | -$561K | 0.14% | 170 |
|
|
2014
Q1 | $8.73M | Sell |
319,479
-12,380
| -4% | -$338K | 0.17% | 137 |
|
|
2013
Q4 | $8.62M | Sell |
331,859
-201,784
| -38% | -$5.24M | 0.14% | 177 |
|
|
2013
Q3 | $11.3M | Sell |
533,643
-66,047
| -11% | -$1.4M | 0.21% | 109 |
|
|
2013
Q2 | $12.7M | Buy |
+599,690
| New | +$12.7M | 0.27% | 86 |
|